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 | $1,871 | $133,922-98.6% | $116,228-98.4% | $142,382-98.7% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 21.06% | 147.76%-126.7pp | 90.06%-69.0pp | 217.08%-196.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $564 | $5,672-90.1% | $4,953-88.6% | $6,507-91.3% |
| Admin fee / account holder | $315 | $14,945-97.9% | $11,989-97.4% | $12,624-97.5% |