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 | $5,463 | $210,408-97.4% | $153,485-96.4% | $145,922-96.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.38% | 13.37%+3.0pp | 15.65%+0.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,489 | $6,048-75.4% | $5,039-70.5% | $4,660-68.1% |
| Participant deferral / active EE | $2,002 | $7,975-74.9% | $6,757-70.4% | $6,688-70.1% |
| Admin fee / account holder | $1,557 | $19,419-92.0% | $12,724-87.8% | $13,397-88.4% |