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 | $24,358 | $202,318-88.0% | $172,739-85.9% | $152,861-84.1% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 16.02% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $871 | $5,856-85.1% | $5,143-83.1% | $4,762-81.7% |
| Participant deferral / active EE | $2,466 | $5,948-58.5% | $5,198-52.6% | $5,850-57.8% |
| Admin fee / account holder | $3,656 | $17,109-78.6% | $13,954-73.8% | $11,596-68.5% |