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 | $6,619 | $80,673-91.8% | $101,326-93.5% | $84,808-92.2% |
| Participation rate | 78.4% | 77.8%+0.6pp | 81.5%-3.1pp | 68.3%+10.1pp |
| Annual return | 24.09% | 38.95%-14.9pp | 36.82%-12.7pp | 40.90%-16.8pp |
| Employer contribution / active EE | $828 | $2,698-69.3% | $3,665-77.4% | $2,631-68.5% |
| Participant deferral / active EE | $1,983 | $6,840-71.0% | $7,994-75.2% | $4,212-52.9% |
| Admin fee / account holder | $469 | $12,784-96.3% | $11,185-95.8% | $7,344-93.6% |