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 | $6,201 | $88,672-93.0% | $105,223-94.1% | $82,448-92.5% |
| Participation rate | 95.2% | 67.9%+27.3pp | 75.0%+20.2pp | 68.1%+27.2pp |
| Annual return | 22.41% | 30.86%-8.4pp | 180.65%-158.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $910 | $3,048-70.1% | $3,689-75.3% | $2,551-64.3% |
| Participant deferral / active EE | $1,056 | $4,036-73.8% | $5,072-79.2% | $4,139-74.5% |
| Admin fee / account holder | $651 | $7,146-90.9% | $8,859-92.7% | $7,234-91.0% |