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 5-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 | $3,064 | $114,381-97.3% | $107,525-97.2% | $142,382-97.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 26.54% | 242.71%-216.2pp | 181.32%-154.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $920 | $4,015-77.1% | $3,754-75.5% | $4,299-78.6% |
| Participant deferral / active EE | $1,106 | $5,564-80.1% | $5,116-78.4% | $6,507-83.0% |
| Admin fee / account holder | $1,001 | $9,860-89.8% | $8,919-88.8% | $12,624-92.1% |