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 | $11,476 | $175,202-93.4% | $149,673-92.3% | $139,434-91.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.58% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $743 | $5,474-86.4% | $4,818-84.6% | $4,751-84.4% |
| Participant deferral / active EE | $2,180 | $6,519-66.6% | $5,680-61.6% | $6,710-67.5% |
| Admin fee / account holder | $1,469 | $16,150-90.9% | $13,210-88.9% | $11,403-87.1% |