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 | $12,591 | $95,453-86.8% | $112,040-88.8% | $82,448-84.7% |
| Participation rate | 91.1% | 72.8%+18.4pp | 76.5%+14.6pp | 68.1%+23.0pp |
| Annual return | 17.06% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,063 | $2,318-54.1% | $2,954-64.0% | $2,551-58.3% |
| Participant deferral / active EE | $1,279 | $4,224-69.7% | $5,098-74.9% | $4,139-69.1% |
| Admin fee / account holder | $400 | $9,013-95.6% | $12,098-96.7% | $7,234-94.5% |