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 | $12,619 | $126,574-90.0% | $106,213-88.1% | $145,922-91.4% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.5pp |
| Annual return | 133.19% | 224.79%-91.6pp | 116.14%+17.0pp | 561.29%-428.1pp |
| Employer contribution / active EE | $865 | $3,730-76.8% | $3,171-72.7% | $4,660-81.4% |
| Participant deferral / active EE | $1,419 | $5,724-75.2% | $5,016-71.7% | $6,688-78.8% |
| Admin fee / account holder | $2,469 | $17,304-85.7% | $11,033-77.6% | $13,397-81.6% |