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 | $2,407 | $57,590-95.8% | $86,233-97.2% | $82,448-97.1% |
| Participation rate | 84.6% | 57.9%+26.8pp | 69.0%+15.6pp | 68.1%+16.5pp |
| Annual return | 26.37% | 22.41%+4.0pp | 61.39%-35.0pp | 41.64%-15.3pp |
| Employer contribution / active EE | $453 | $1,655-72.6% | $2,504-81.9% | $2,551-82.2% |
| Participant deferral / active EE | $634 | $3,080-79.4% | $4,559-86.1% | $4,139-84.7% |
| Admin fee / account holder | $346 | $4,730-92.7% | $8,342-95.9% | $7,234-95.2% |