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 | $19,094 | $183,963-89.6% | $162,163-88.2% | $152,861-87.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.89% | 150.76%-129.9pp | 115.59%-94.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,250 | $6,371-80.4% | $5,614-77.7% | $4,762-73.8% |
| Participant deferral / active EE | $4,916 | $8,034-38.8% | $7,298-32.6% | $5,850-16.0% |
| Admin fee / account holder | $801 | $13,121-93.9% | $10,843-92.6% | $11,596-93.1% |