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 | $11,972 | $93,571-87.2% | $135,903-91.2% | $75,163-84.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.47% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,487 | $3,537-58.0% | $4,856-69.4% | $2,670-44.3% |
| Participant deferral / active EE | $1,770 | $6,404-72.4% | $7,758-77.2% | $4,125-57.1% |
| Admin fee / account holder | $2,664 | $6,975-61.8% | $10,762-75.2% | $5,651-52.9% |