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 | $6,662 | $86,929-92.3% | $102,423-93.5% | $80,856-91.8% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.6%+28.2pp |
| Annual return | 17.17% | 18.88%-1.7pp | 29.32%-12.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,199 | $2,369-49.4% | $3,023-60.3% | $2,755-56.5% |
| Participant deferral / active EE | $1,719 | $4,118-58.3% | $5,053-66.0% | $4,296-60.0% |
| Admin fee / account holder | $338 | $8,049-95.8% | $9,451-96.4% | $6,918-95.1% |