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 | $6,140 | $81,248-92.4% | $155,509-96.1% | $80,856-92.4% |
| Participation rate | 76.7% | 66.2%+10.4pp | 78.2%-1.5pp | 67.6%+9.0pp |
| Annual return | 25.09% | 33.31%-8.2pp | 64.67%-39.6pp | 35.59%-10.5pp |
| Employer contribution / active EE | $389 | $3,100-87.5% | $4,672-91.7% | $2,755-85.9% |
| Participant deferral / active EE | $297 | $3,452-91.4% | $5,626-94.7% | $4,296-93.1% |
| Admin fee / account holder | $447 | $7,997-94.4% | $15,912-97.2% | $6,918-93.5% |