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 | $5,241 | $86,944-94.0% | $107,525-95.1% | $74,304-92.9% |
| Participation rate | 99.0% | 59.6%+39.4pp | 75.1%+23.9pp | 60.3%+38.7pp |
| Annual return | 25.43% | 23.52%+1.9pp | 181.32%-155.9pp | 29.43%-4.0pp |
| Employer contribution / active EE | $2,062 | $2,757-25.2% | $3,754-45.1% | $2,241-8.0% |
| Participant deferral / active EE | $1,083 | $3,554-69.5% | $5,116-78.8% | $3,767-71.3% |
| Admin fee / account holder | $575 | $3,727-84.6% | $8,919-93.6% | $2,969-80.6% |