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 | $3,020 | $60,892-95.0% | $82,389-96.3% | $84,808-96.4% |
| Participation rate | 83.0% | 63.3%+19.7pp | 69.5%+13.4pp | 68.3%+14.6pp |
| Annual return | 14.42% | 37.29%-22.9pp | 28.67%-14.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $935 | $3,179-70.6% | $4,155-77.5% | $4,212-77.8% |
| Admin fee / account holder | $753 | $5,467-86.2% | $7,231-89.6% | $7,344-89.7% |