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 | $1,623 | $74,927-97.8% | $101,794-98.4% | $84,808-98.1% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.2%+2.8pp | 68.3%+3.7pp |
| Annual return | 24.12% | 18.70%+5.4pp | 30.53%-6.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $421 | $1,522-72.3% | $2,289-81.6% | $2,631-84.0% |
| Participant deferral / active EE | $423 | $3,099-86.4% | $4,084-89.6% | $4,212-90.0% |
| Admin fee / account holder | $418 | $6,514-93.6% | $8,777-95.2% | $7,344-94.3% |