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 | $3,929 | $87,166-95.5% | $76,735-94.9% | $137,256-97.1% |
| Participation rate | 92.9% | 74.4%+18.5pp | 69.5%+23.4pp | 80.0%+12.9pp |
| Annual return | 13.25% | 26.50%-13.2pp | 29.77%-16.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $975 | $4,726-79.4% | $4,088-76.1% | $6,407-84.8% |
| Admin fee / account holder | $1,144 | $8,403-86.4% | $7,189-84.1% | $12,270-90.7% |