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 | $21,121 | $214,378-90.1% | $200,582-89.5% | $142,382-85.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.03% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,916 | $6,841-72.0% | $6,419-70.2% | $4,299-55.4% |
| Participant deferral / active EE | $2,476 | $9,865-74.9% | $9,331-73.5% | $6,507-62.0% |
| Admin fee / account holder | $1,261 | $17,692-92.9% | $16,305-92.3% | $12,624-90.0% |