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 | $3,408 | $106,584-96.8% | $101,326-96.6% | $142,382-97.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 33.88% | 36.93%-3.0pp | 36.82%-2.9pp | 217.08%-183.2pp |
| Employer contribution / active EE | $923 | $3,956-76.7% | $3,665-74.8% | $4,299-78.5% |
| Participant deferral / active EE | $1,089 | $8,297-86.9% | $7,994-86.4% | $6,507-83.3% |
| Admin fee / account holder | $491 | $11,446-95.7% | $11,185-95.6% | $12,624-96.1% |