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 | $30,410 | $108,825-72.1% | $156,181-80.5% | $82,448-63.1% |
| Participation rate | 82.7% | 72.4%+10.3pp | 78.8%+3.9pp | 68.1%+14.6pp |
| Annual return | 14.33% | 20.59%-6.3pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $523 | $2,870-81.8% | $4,294-87.8% | $2,551-79.5% |
| Participant deferral / active EE | $4,185 | $4,577-8.6% | $6,132-31.8% | $4,139+1.1% |
| Admin fee / account holder | $331 | $9,341-96.5% | $14,586-97.7% | $7,234-95.4% |