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 | $3,828 | $73,787-94.8% | $98,716-96.1% | $82,448-95.4% |
| Participation rate | 86.4% | 61.4%+25.0pp | 69.3%+17.1pp | 68.1%+18.3pp |
| Annual return | 22.94% | 18.57%+4.4pp | 31.81%-8.9pp | 41.64%-18.7pp |
| Employer contribution / active EE | $490 | $1,511-67.6% | $2,279-78.5% | $2,551-80.8% |
| Participant deferral / active EE | $743 | $3,081-75.9% | $4,048-81.6% | $4,139-82.0% |
| Admin fee / account holder | $311 | $6,500-95.2% | $8,703-96.4% | $7,234-95.7% |