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 6-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 | $5,788 | $52,279-88.9% | $89,391-93.5% | $79,858-92.8% |
| Participation rate | 83.9% | 57.5%+26.3pp | 68.0%+15.9pp | 69.6%+14.2pp |
| Annual return | 30.92% | 22.16%+8.8pp | 245.62%-214.7pp | 31.71%-0.8pp |
| Employer contribution / active EE | $3,389 | $1,572+115.7% | $2,586+31.1% | $2,471+37.2% |
| Participant deferral / active EE | $736 | $2,740-73.1% | $3,890-81.1% | $3,740-80.3% |
| Admin fee / account holder | $549 | $3,356-83.6% | $4,881-88.7% | $5,306-89.6% |