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 | $4,535 | $87,166-94.8% | $76,735-94.1% | $137,256-96.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 21.53% | 26.50%-5.0pp | 29.77%-8.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $797 | $2,904-72.6% | $2,454-67.5% | $4,156-80.8% |
| Participant deferral / active EE | $978 | $4,726-79.3% | $4,088-76.1% | $6,407-84.7% |
| Admin fee / account holder | $814 | $8,403-90.3% | $7,189-88.7% | $12,270-93.4% |