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 | $5,807 | $89,753-93.5% | $107,525-94.6% | $84,808-93.2% |
| Participation rate | 81.6% | 68.1%+13.5pp | 75.1%+6.5pp | 68.3%+13.3pp |
| Annual return | 37.27% | 29.48%+7.8pp | 181.32%-144.0pp | 40.90%-3.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,342 | $4,056-66.9% | $5,116-73.8% | $4,212-68.1% |
| Admin fee / account holder | $1,074 | $7,222-85.1% | $8,919-88.0% | $7,344-85.4% |