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 | $2,325 | $80,717-97.1% | $154,803-98.5% | $84,808-97.3% |
| Participation rate | 98.6% | 66.8%+31.8pp | 78.1%+20.6pp | 68.3%+30.3pp |
| Annual return | 25.38% | 37.96%-12.6pp | 58.88%-33.5pp | 40.90%-15.5pp |
| Employer contribution / active EE | $413 | $2,761-85.1% | $4,305-90.4% | $2,631-84.3% |
| Participant deferral / active EE | $783 | $3,303-76.3% | $5,540-85.9% | $4,212-81.4% |
| Admin fee / account holder | $441 | $6,746-93.5% | $14,329-96.9% | $7,344-94.0% |