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 7-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 | $4,251 | $106,749-96.0% | $145,433-97.1% | $82,448-94.8% |
| Participation rate | 89.8% | 75.6%+14.2pp | 82.1%+7.7pp | 68.1%+21.8pp |
| Annual return | 22.36% | 27.59%-5.2pp | 66.58%-44.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,226 | $6,519-65.9% | $7,897-71.8% | $4,139-46.2% |
| Admin fee / account holder | $442 | $8,390-94.7% | $13,129-96.6% | $7,234-93.9% |