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 | $6,438 | $60,892-89.4% | $82,389-92.2% | $84,808-92.4% |
| Participation rate | 73.8% | 63.3%+10.5pp | 69.5%+4.2pp | 68.3%+5.5pp |
| Annual return | 21.44% | 37.29%-15.9pp | 28.67%-7.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $698 | $1,779-60.8% | $2,517-72.3% | $2,631-73.5% |
| Participant deferral / active EE | $832 | $3,179-73.8% | $4,155-80.0% | $4,212-80.3% |
| Admin fee / account holder | $573 | $5,467-89.5% | $7,231-92.1% | $7,344-92.2% |