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 | $2,103 | $93,571-97.8% | $135,903-98.5% | $75,163-97.2% |
| Participation rate | 78.1% | 75.2%+2.9pp | 81.9%-3.8pp | 67.2%+10.9pp |
| Annual return | 54.17% | 30.90%+23.3pp | 68.23%-14.1pp | 160.62%-106.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,502 | $6,404-76.5% | $7,758-80.6% | $4,125-63.6% |
| Admin fee / account holder | $422 | $6,975-93.9% | $10,762-96.1% | $5,651-92.5% |