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 | $4,924 | $172,111-97.1% | $150,298-96.7% | $137,256-96.4% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 55.21% | 69.37%-14.2pp | 62.79%-7.6pp | 220.34%-165.1pp |
| Employer contribution / active EE | $973 | $4,636-79.0% | $4,154-76.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,229 | $6,166-80.1% | $5,453-77.5% | $6,407-80.8% |
| Admin fee / account holder | $3,374 | $16,471-79.5% | $14,116-76.1% | $12,270-72.5% |