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 8-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 | $12,533 | $89,355-86.0% | $141,162-91.1% | $72,985-82.8% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 28.27% | 111.85%-83.6pp | 71.39%-43.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $21 | $3,114-99.3% | $4,735-99.6% | $2,440-99.1% |
| Participant deferral / active EE | $3,709 | $5,418-31.5% | $6,709-44.7% | $3,607+2.8% |
| Admin fee / account holder | $725 | $5,958-87.8% | $10,261-92.9% | $5,124-85.9% |