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 | $8,692 | $183,592-95.3% | $155,567-94.4% | $145,959-94.0% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 8.86% | 61.24%-52.4pp | 64.74%-55.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,132 | $5,315-78.7% | $4,674-75.8% | $4,661-75.7% |
| Participant deferral / active EE | $1,604 | $6,464-75.2% | $5,628-71.5% | $6,689-76.0% |
| Admin fee / account holder | $337 | $19,318-98.3% | $15,916-97.9% | $13,398-97.5% |