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 | $12,191 | $106,749-88.6% | $145,433-91.6% | $82,448-85.2% |
| Participation rate | 72.9% | 75.6%-2.7pp | 82.1%-9.2pp | 68.1%+4.8pp |
| Annual return | 23.91% | 27.59%-3.7pp | 66.58%-42.7pp | 41.64%-17.7pp |
| Employer contribution / active EE | $1,235 | $3,444-64.2% | $4,554-72.9% | $2,551-51.6% |
| Participant deferral / active EE | $1,910 | $6,519-70.7% | $7,897-75.8% | $4,139-53.8% |
| Admin fee / account holder | $433 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |