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 | $29,889 | $202,318-85.2% | $172,739-82.7% | $152,861-80.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 28.70% | 1029.65%-1001.0pp | 802.84%-774.1pp | 345.32%-316.6pp |
| Employer contribution / active EE | $623 | $5,856-89.4% | $5,143-87.9% | $4,762-86.9% |
| Participant deferral / active EE | $5,675 | $5,948-4.6% | $5,198+9.2% | $5,850-3.0% |
| Admin fee / account holder | $9,837 | $17,109-42.5% | $13,954-29.5% | $11,596-15.2% |