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 | $4,423 | $99,918-95.6% | $81,382-94.6% | $145,922-97.0% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.5%+13.1pp | 80.3%+2.3pp |
| Annual return | 9.31% | 34.32%-25.0pp | 24.73%-15.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $783 | $2,978-73.7% | $2,463-68.2% | $4,660-83.2% |
| Participant deferral / active EE | $867 | $4,605-81.2% | $3,883-77.7% | $6,688-87.0% |
| Admin fee / account holder | $1,468 | $8,212-82.1% | $5,768-74.5% | $13,397-89.0% |