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 | $141,524 | $297,529-52.4% | $246,525-42.6% | $357,791-60.4% |
| Participation rate | 94.7% | 86.5%+8.2pp | 82.0%+12.8pp | 85.6%+9.1pp |
| Annual return | 17.04% | -2.25%+19.3pp | 0.46%+16.6pp | 396.79%-379.8pp |
| Employer contribution / active EE | $4,413 | $8,709-49.3% | $7,467-40.9% | $7,508-41.2% |
| Participant deferral / active EE | $10,994 | $6,076+80.9% | $5,422+102.7% | $5,521+99.1% |
| Admin fee / account holder | $12,935 | $16,212-20.2% | $16,551-21.8% | $28,387-54.4% |