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 | $2,665 | $80,717-96.7% | $154,803-98.3% | $84,808-96.9% |
| Participation rate | 91.5% | 66.8%+24.7pp | 78.1%+13.5pp | 68.3%+23.2pp |
| Annual return | 63.01% | 37.96%+25.1pp | 58.88%+4.1pp | 40.90%+22.1pp |
| Employer contribution / active EE | $1,611 | $2,761-41.7% | $4,305-62.6% | $2,631-38.8% |
| Participant deferral / active EE | $577 | $3,303-82.5% | $5,540-89.6% | $4,212-86.3% |
| Admin fee / account holder | $746 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |