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 9-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 | $7,237 | $45,152-84.0% | $73,843-90.2% | $59,632-87.9% |
| Participation rate | 84.0% | 64.0%+20.0pp | 73.4%+10.6pp | 68.7%+15.3pp |
| Annual return | 2.53% | 27.40%-24.9pp | 2267.84%-2265.3pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $177 | $1,902-90.7% | $2,787-93.7% | $2,203-92.0% |
| Participant deferral / active EE | $353 | $2,574-86.3% | $3,583-90.1% | $3,192-88.9% |
| Admin fee / account holder | $464 | $3,516-86.8% | $4,880-90.5% | $4,297-89.2% |