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 4-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 | $13,358 | $127,065-89.5% | $113,168-88.2% | $142,382-90.6% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 20.15% | 24.03%-3.9pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,080 | $3,442-68.6% | $2,975-63.7% | $4,299-74.9% |
| Participant deferral / active EE | $1,206 | $5,716-78.9% | $5,107-76.4% | $6,507-81.5% |
| Admin fee / account holder | $509 | $15,736-96.8% | $12,068-95.8% | $12,624-96.0% |