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 | $6,638 | $201,272-96.7% | $184,203-96.4% | $145,922-95.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.40% | 29.00%-6.6pp | 28.81%-6.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,646 | $7,022-76.6% | $6,427-74.4% | $4,660-64.7% |
| Participant deferral / active EE | $1,871 | $9,806-80.9% | $9,131-79.5% | $6,688-72.0% |
| Admin fee / account holder | $712 | $16,364-95.6% | $13,901-94.9% | $13,397-94.7% |