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 10-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 | $8,637 | $54,380-84.1% | $68,509-87.4% | $59,632-85.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.51% | 2.83%-2.3pp | 8.27%-7.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,008 | $1,539+30.5% | $2,278-11.8% | $2,203-8.8% |
| Participant deferral / active EE | $257 | $2,643-90.3% | $3,382-92.4% | $3,192-92.0% |
| Admin fee / account holder | $1,532 | $3,885-60.6% | $5,275-70.9% | $4,297-64.3% |