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 9-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 | $21,757 | $66,813-67.4% | $100,516-78.4% | $73,488-70.4% |
| Participation rate | 97.4% | 77.5%+19.9pp | 79.4%+18.0pp | 70.7%+26.7pp |
| Annual return | 55.13% | 25.70%+29.4pp | 30.89%+24.2pp | 28.51%+26.6pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,018 | $5,883-14.7% | $6,270-20.0% | $3,740+34.2% |
| Admin fee / account holder | $650 | $512+26.9% | $8,081-92.0% | $513+26.7% |