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 | $6,868 | $105,126-93.5% | $94,646-92.7% | $139,434-95.1% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 14.62% | 38.03%-23.4pp | 156.71%-142.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,031 | $4,106-50.5% | $3,672-44.7% | $4,751-57.3% |
| Participant deferral / active EE | $2,031 | $7,599-73.3% | $7,418-72.6% | $6,710-69.7% |
| Admin fee / account holder | $1,240 | $8,984-86.2% | $7,231-82.9% | $11,403-89.1% |