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 6-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 | $126,733 | $288,797-56.1% | $239,577-47.1% | $382,429-66.9% |
| Participation rate | 86.7% | 85.8%+0.8pp | 82.1%+4.6pp | 87.7%-1.1pp |
| Annual return | 13.20% | -3.30%+16.5pp | -0.70%+13.9pp | 248.85%-235.6pp |
| Employer contribution / active EE | $5,317 | $8,558-37.9% | $7,232-26.5% | $8,036-33.8% |
| Participant deferral / active EE | $16,248 | $6,420+153.1% | $5,676+186.2% | $5,727+183.7% |
| Admin fee / account holder | $723 | $18,649-96.1% | $19,315-96.3% | $30,732-97.6% |