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 | $26,817 | $180,449-85.1% | $154,107-82.6% | $135,375-80.2% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -5.85% | 888.09%-893.9pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,127 | $6,035-81.3% | $5,298-78.7% | $4,779-76.4% |
| Participant deferral / active EE | $3,203 | $5,806-44.8% | $5,081-36.9% | $5,609-42.9% |
| Admin fee / account holder | $1,626 | $16,143-89.9% | $13,411-87.9% | $10,827-85.0% |