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 | $1,887 | $133,922-98.6% | $116,228-98.4% | $142,382-98.7% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 18.07% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $829 | $5,672-85.4% | $4,953-83.3% | $6,507-87.3% |
| Admin fee / account holder | $479 | $14,945-96.8% | $11,989-96.0% | $12,624-96.2% |