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 | $95,803-86.9% | $113,168-88.9% | $84,808-85.2% |
| Participation rate | 91.1% | 72.9%+18.2pp | 76.6%+14.5pp | 68.3%+22.8pp |
| Annual return | 17.06% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,063 | $2,360-54.9% | $2,975-64.3% | $2,631-59.6% |
| Participant deferral / active EE | $1,279 | $4,242-69.9% | $5,107-75.0% | $4,212-69.6% |
| Admin fee / account holder | $400 | $8,989-95.6% | $12,068-96.7% | $7,344-94.6% |