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 | $15,736 | $78,672-80.0% | $109,143-85.6% | $85,850-81.7% |
| Participation rate | 71.1% | 68.3%+2.8pp | 75.9%-4.8pp | 69.3%+1.8pp |
| Annual return | 15.85% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $390 | $2,735-85.7% | $3,722-89.5% | $2,565-84.8% |
| Participant deferral / active EE | $2,232 | $3,467-35.6% | $4,653-52.0% | $3,952-43.5% |
| Admin fee / account holder | $600 | $5,469-89.0% | $6,752-91.1% | $6,260-90.4% |