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 6-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 | $1,225 | $74,927-98.4% | $101,794-98.8% | $84,808-98.6% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.2%+7.2pp | 68.3%+8.0pp |
| Annual return | 23.14% | 18.70%+4.4pp | 30.53%-7.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $791 | $3,099-74.5% | $4,084-80.6% | $4,212-81.2% |
| Admin fee / account holder | $346 | $6,514-94.7% | $8,777-96.1% | $7,344-95.3% |