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 | $10,292 | $69,477-85.2% | $94,646-89.1% | $71,457-85.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 24.44% | 29.66%-5.2pp | 156.71%-132.3pp | 28.85%-4.4pp |
| Employer contribution / active EE | $1,592 | $2,853-44.2% | $3,672-56.6% | $2,588-38.5% |
| Participant deferral / active EE | $2,312 | $7,345-68.5% | $7,418-68.8% | $4,289-46.1% |
| Admin fee / account holder | $1,247 | $1,210+3.1% | $7,231-82.8% | $1,587-21.5% |