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 | $4,820 | $189,613-97.5% | $167,512-97.1% | $142,382-96.6% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 18.08% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $842 | $4,349-80.6% | $3,882-78.3% | $4,299-80.4% |
| Participant deferral / active EE | $1,089 | $6,981-84.4% | $6,405-83.0% | $6,507-83.3% |
| Admin fee / account holder | $438 | $10,528-95.8% | $9,769-95.5% | $12,624-96.5% |