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 | $6,062 | $77,503-92.2% | $100,391-94.0% | $80,856-92.5% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.1pp | 67.6%+25.9pp |
| Annual return | 19.30% | 37.20%-17.9pp | 49.20%-29.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,854 | $2,801-33.8% | $3,942-53.0% | $2,755-32.7% |
| Participant deferral / active EE | $2,401 | $6,820-64.8% | $8,082-70.3% | $4,296-44.1% |
| Admin fee / account holder | $725 | $5,897-87.7% | $7,899-90.8% | $6,918-89.5% |