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 | $2,281 | $117,983-98.1% | $101,794-97.8% | $142,382-98.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.82% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $717 | $2,773-74.1% | $2,289-68.7% | $4,299-83.3% |
| Participant deferral / active EE | $760 | $4,714-83.9% | $4,084-81.4% | $6,507-88.3% |
| Admin fee / account holder | $664 | $10,433-93.6% | $8,777-92.4% | $12,624-94.7% |