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 | $3,191 | $80,812-96.1% | $160,784-98.0% | $82,448-96.1% |
| Participation rate | 71.6% | 66.2%+5.4pp | 77.0%-5.3pp | 68.1%+3.6pp |
| Annual return | 18.07% | 100.59%-82.5pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $618 | $2,174-71.6% | $3,733-83.4% | $2,551-75.8% |
| Participant deferral / active EE | $711 | $4,335-83.6% | $6,293-88.7% | $4,139-82.8% |
| Admin fee / account holder | $444 | $7,695-94.2% | $9,717-95.4% | $7,234-93.9% |