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 | $2,998 | $94,625-96.8% | $116,228-97.4% | $84,808-96.5% |
| Participation rate | 80.5% | 70.4%+10.0pp | 74.6%+5.9pp | 68.3%+12.2pp |
| Annual return | 27.76% | 20.40%+7.4pp | 90.06%-62.3pp | 40.90%-13.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,243 | $3,972-68.7% | $4,953-74.9% | $4,212-70.5% |
| Admin fee / account holder | $402 | $10,091-96.0% | $11,989-96.6% | $7,344-94.5% |