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 | $23,136 | $148,978-84.5% | $200,582-88.5% | $84,808-72.7% |
| Participation rate | 80.9% | 84.2%-3.4pp | 86.9%-6.0pp | 68.3%+12.5pp |
| Annual return | 19.38% | 28.16%-8.8pp | 42.33%-23.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $6,084 | $4,815+26.4% | $6,419-5.2% | $2,631+131.3% |
| Participant deferral / active EE | $1,534 | $7,142-78.5% | $9,331-83.6% | $4,212-63.6% |
| Admin fee / account holder | $453 | $13,977-96.8% | $16,305-97.2% | $7,344-93.8% |