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 4-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 | $3,550 | $80,717-95.6% | $154,803-97.7% | $84,808-95.8% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.3pp | 68.3%+8.4pp |
| Annual return | 15.98% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $653 | $2,761-76.4% | $4,305-84.8% | $2,631-75.2% |
| Participant deferral / active EE | $795 | $3,303-75.9% | $5,540-85.6% | $4,212-81.1% |
| Admin fee / account holder | $925 | $6,746-86.3% | $14,329-93.5% | $7,344-87.4% |