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 10-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 | $1,435 | $76,552-98.1% | $123,892-98.8% | $62,891-97.7% |
| Participation rate | 70.9% | 73.0%-2.1pp | 81.4%-10.5pp | 69.3%+1.6pp |
| Annual return | 24.89% | 18.68%+6.2pp | 47.52%-22.6pp | 20.14%+4.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $859 | $4,840-82.3% | $5,984-85.7% | $3,203-73.2% |
| Admin fee / account holder | $498 | $4,826-89.7% | $8,357-94.0% | $4,296-88.4% |