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.
Employer 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 | $8,188 | $111,754-92.7% | $103,333-92.1% | $145,922-94.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 11.59% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $25 | $4,212-99.4% | $3,868-99.4% | $4,660-99.5% |
| Participant deferral / active EE | $2,462 | $5,619-56.2% | $5,057-51.3% | $6,688-63.2% |
| Admin fee / account holder | $940 | $9,750-90.4% | $8,355-88.7% | $13,397-93.0% |