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 5-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 | $6,907 | $114,381-94.0% | $107,525-93.6% | $142,382-95.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 29.49% | 242.71%-213.2pp | 181.32%-151.8pp | 217.08%-187.6pp |
| Employer contribution / active EE | $1,427 | $4,015-64.5% | $3,754-62.0% | $4,299-66.8% |
| Participant deferral / active EE | $1,427 | $5,564-74.4% | $5,116-72.1% | $6,507-78.1% |
| Admin fee / account holder | $646 | $9,860-93.4% | $8,919-92.8% | $12,624-94.9% |