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 | $1,156 | $24,730-95.3% | $66,042-98.2% | $84,808-98.6% |
| Participation rate | 72.9% | 68.1%+4.8pp | 67.5%+5.4pp | 68.3%+4.6pp |
| Annual return | 22.22% | 79.55%-57.3pp | 52.11%-29.9pp | 40.90%-18.7pp |
| Employer contribution / active EE | $238 | $857-72.2% | $1,579-84.9% | $2,631-90.9% |
| Participant deferral / active EE | $635 | $1,737-63.5% | $2,835-77.6% | $4,212-84.9% |
| Admin fee / account holder | $428 | $3,014-85.8% | $5,747-92.6% | $7,344-94.2% |