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 3-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 | $23,780 | $214,378-88.9% | $200,582-88.1% | $142,382-83.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 26.30% | 46.41%-20.1pp | 42.33%-16.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,247 | $6,841-81.8% | $6,419-80.6% | $4,299-71.0% |
| Participant deferral / active EE | $5,189 | $9,865-47.4% | $9,331-44.4% | $6,507-20.3% |
| Admin fee / account holder | $382 | $17,692-97.8% | $16,305-97.7% | $12,624-97.0% |