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 6-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 | $3,028 | $58,655-94.8% | $91,989-96.7% | $65,185-95.4% |
| Participation rate | 70.3% | 75.3%-5.0pp | 78.6%-8.3pp | 70.2%+0.1pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.02%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,049 | $5,474-62.6% | $5,923-65.4% | $3,514-41.7% |
| Admin fee / account holder | $340 | $434-21.7% | $7,743-95.6% | $847-59.9% |