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 | $18,075 | $150,187-88.0% | $120,354-85.0% | $145,922-87.6% |
| Participation rate | 92.3% | 78.8%+13.6pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 11.12% | 154.07%-142.9pp | 107.15%-96.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $45 | $4,348-99.0% | $3,463-98.7% | $4,660-99.0% |
| Participant deferral / active EE | $7,007 | $6,173+13.5% | $4,991+40.4% | $6,688+4.8% |
| Admin fee / account holder | $991 | $12,207-91.9% | $9,423-89.5% | $13,397-92.6% |