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 6-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 | $22,988 | $122,239-81.2% | $184,203-87.5% | $74,495-69.1% |
| Participation rate | 82.1% | 85.5%-3.4pp | 86.8%-4.8pp | 67.2%+14.9pp |
| Annual return | 12.68% | 19.95%-7.3pp | 28.81%-16.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,405 | $7,139-52.3% | $9,131-62.7% | $4,346-21.6% |
| Admin fee / account holder | $2,515 | $1,260+99.7% | $13,901-81.9% | $1,942+29.5% |