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 | $6,929 | $109,881-93.7% | $150,045-95.4% | $84,808-91.8% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 19.48% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,685 | $3,561-52.7% | $4,693-64.1% | $2,631-36.0% |
| Participant deferral / active EE | $2,131 | $6,636-67.9% | $7,997-73.4% | $4,212-49.4% |
| Admin fee / account holder | $916 | $8,568-89.3% | $13,435-93.2% | $7,344-87.5% |