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 10-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 | $2,939 | $48,795-94.0% | $65,493-95.5% | $84,808-96.5% |
| Participation rate | 73.1% | 67.0%+6.1pp | 73.1%0pp | 68.3%+4.8pp |
| Annual return | 18.15% | 20.20%-2.0pp | 982.45%-964.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $628 | $1,930-67.4% | $2,574-75.6% | $2,631-76.1% |
| Participant deferral / active EE | $718 | $2,928-75.5% | $3,961-81.9% | $4,212-82.9% |
| Admin fee / account holder | $462 | $3,877-88.1% | $5,028-90.8% | $7,344-93.7% |