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 | $15,079 | $76,367-80.3% | $93,606-83.9% | $72,985-79.3% |
| Participation rate | 75.3% | 71.7%+3.6pp | 75.8%-0.5pp | 69.5%+5.8pp |
| Annual return | 36.44% | 25.82%+10.6pp | 32.76%+3.7pp | 81.00%-44.6pp |
| Employer contribution / active EE | $139 | $2,275-93.9% | $2,718-94.9% | $2,440-94.3% |
| Participant deferral / active EE | $1,525 | $3,538-56.9% | $4,069-62.5% | $3,607-57.7% |
| Admin fee / account holder | $2,965 | $6,838-56.6% | $7,888-62.4% | $5,124-42.1% |