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 8-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 | $1,633 | $59,839-97.3% | $81,983-98.0% | $79,858-98.0% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.2%+16.5pp | 69.6%+16.1pp |
| Annual return | 14.25% | 17.56%-3.3pp | 41.31%-27.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $299 | $1,713-82.6% | $2,498-88.0% | $2,471-87.9% |
| Participant deferral / active EE | $577 | $2,695-78.6% | $3,722-84.5% | $3,740-84.6% |
| Admin fee / account holder | $841 | $4,287-80.4% | $5,664-85.2% | $5,306-84.2% |