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 | $3,865 | $106,584-96.4% | $101,326-96.2% | $142,382-97.3% |
| Participation rate | 78.3% | 82.7%-4.4pp | 81.5%-3.2pp | 80.1%-1.9pp |
| Annual return | 14.70% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $857 | $3,956-78.3% | $3,665-76.6% | $4,299-80.1% |
| Participant deferral / active EE | $965 | $8,297-88.4% | $7,994-87.9% | $6,507-85.2% |
| Admin fee / account holder | $1,943 | $11,446-83.0% | $11,185-82.6% | $12,624-84.6% |