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 | $2,156 | $80,812-97.3% | $160,784-98.7% | $82,448-97.4% |
| Participation rate | 90.9% | 66.2%+24.7pp | 77.0%+14.0pp | 68.1%+22.8pp |
| Annual return | 19.68% | 100.59%-80.9pp | 1803.92%-1784.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $634 | $4,335-85.4% | $6,293-89.9% | $4,139-84.7% |
| Admin fee / account holder | $389 | $7,695-94.9% | $9,717-96.0% | $7,234-94.6% |