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 6-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 | $8,437 | $72,277-88.3% | $101,248-91.7% | $79,858-89.4% |
| Participation rate | 74.4% | 68.5%+5.9pp | 75.8%-1.4pp | 69.6%+4.7pp |
| Annual return | 18.00% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $783 | $2,692-70.9% | $3,660-78.6% | $2,471-68.3% |
| Participant deferral / active EE | $1,374 | $3,282-58.1% | $4,370-68.6% | $3,740-63.3% |
| Admin fee / account holder | $714 | $4,400-83.8% | $5,945-88.0% | $5,306-86.5% |