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 3-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 | $5,216 | $89,753-94.2% | $107,525-95.1% | $84,808-93.8% |
| Participation rate | 76.5% | 68.1%+8.4pp | 75.1%+1.4pp | 68.3%+8.2pp |
| Annual return | 22.71% | 29.48%-6.8pp | 181.32%-158.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,279 | $3,113-58.9% | $3,754-65.9% | $2,631-51.4% |
| Participant deferral / active EE | $1,524 | $4,056-62.4% | $5,116-70.2% | $4,212-63.8% |
| Admin fee / account holder | $700 | $7,222-90.3% | $8,919-92.1% | $7,344-90.5% |