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 3-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 | $3,069 | $102,605-97.0% | $145,661-97.9% | $84,808-96.4% |
| Participation rate | 75.8% | 74.3%+1.5pp | 77.2%-1.5pp | 68.3%+7.4pp |
| Annual return | 19.57% | 26.50%-6.9pp | 101.46%-81.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,001 | $5,750-82.6% | $7,198-86.1% | $4,212-76.2% |
| Admin fee / account holder | $319 | $8,758-96.4% | $12,466-97.4% | $7,344-95.7% |