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 | $2,212 | $48,795-95.5% | $65,493-96.6% | $84,808-97.4% |
| Participation rate | 75.0% | 67.0%+8.0pp | 73.1%+1.9pp | 68.3%+6.7pp |
| Annual return | 21.47% | 20.20%+1.3pp | 982.45%-961.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $690 | $2,928-76.4% | $3,961-82.6% | $4,212-83.6% |
| Admin fee / account holder | $576 | $3,877-85.1% | $5,028-88.5% | $7,344-92.2% |