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 | $749 | $47,105-98.4% | $68,368-98.9% | $67,986-98.9% |
| Participation rate | 73.8% | 51.8%+22.0pp | 73.8%0pp | 57.2%+16.6pp |
| Annual return | 12.70% | 48.37%-35.7pp | 292.57%-279.9pp | 31.67%-19.0pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $424 | $2,374-82.1% | $4,123-89.7% | $3,358-87.4% |
| Admin fee / account holder | $432 | $2,435-82.2% | $5,150-91.6% | $3,203-86.5% |