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 | $58,627-94.8% | $76,735-96.1% | $82,448-96.3% |
| Participation rate | 83.0% | 63.2%+19.7pp | 69.5%+13.5pp | 68.1%+14.9pp |
| Annual return | 14.42% | 39.10%-24.7pp | 29.77%-15.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $935 | $3,134-70.2% | $4,088-77.1% | $4,139-77.4% |
| Admin fee / account holder | $753 | $5,323-85.8% | $7,189-89.5% | $7,234-89.6% |