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 | $2,678 | $48,795-94.5% | $65,493-95.9% | $84,808-96.8% |
| Participation rate | 90.3% | 67.0%+23.3pp | 73.1%+17.2pp | 68.3%+22.0pp |
| Annual return | 22.42% | 20.20%+2.2pp | 982.45%-960.0pp | 40.90%-18.5pp |
| Employer contribution / active EE | $708 | $1,930-63.3% | $2,574-72.5% | $2,631-73.1% |
| Participant deferral / active EE | $760 | $2,928-74.1% | $3,961-80.8% | $4,212-82.0% |
| Admin fee / account holder | $357 | $3,877-90.8% | $5,028-92.9% | $7,344-95.1% |