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 | $9,073 | $171,865-94.7% | $149,718-93.9% | $147,584-93.9% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 27.26% | 2113.22%-2086.0pp | 1501.63%-1474.4pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,167 | $6,275-81.4% | $5,445-78.6% | $4,876-76.1% |
| Participant deferral / active EE | $3,914 | $7,271-46.2% | $6,569-40.4% | $5,439-28.0% |
| Admin fee / account holder | $1,791 | $13,799-87.0% | $11,283-84.1% | $10,885-83.5% |