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 | $1,445 | $80,717-98.2% | $154,803-99.1% | $84,808-98.3% |
| Participation rate | 83.6% | 66.8%+16.8pp | 78.1%+5.6pp | 68.3%+15.3pp |
| Annual return | 22.05% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $439 | $2,761-84.1% | $4,305-89.8% | $2,631-83.3% |
| Participant deferral / active EE | $478 | $3,303-85.5% | $5,540-91.4% | $4,212-88.6% |
| Admin fee / account holder | $350 | $6,746-94.8% | $14,329-97.6% | $7,344-95.2% |