See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,918 | $45,343-95.8% | $150,298-98.7% | $67,986-97.2% |
| Participation rate | 72.9% | 51.9%+21.0pp | 77.8%-4.9pp | 57.2%+15.7pp |
| Annual return | 20.31% | 33.28%-13.0pp | 62.79%-42.5pp | 31.67%-11.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $361 | $2,055-82.4% | $5,453-93.4% | $3,358-89.2% |
| Admin fee / account holder | $552 | $2,250-75.5% | $14,116-96.1% | $3,203-82.8% |