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 7-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 | $19,017 | $197,591-90.4% | $177,821-89.3% | $158,922-88.0% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 44.03% | 58.76%-14.7pp | 48.32%-4.3pp | 302.83%-258.8pp |
| Employer contribution / active EE | $1,409 | $6,697-79.0% | $5,918-76.2% | $4,761-70.4% |
| Participant deferral / active EE | $5,164 | $8,405-38.6% | $7,714-33.1% | $5,982-13.7% |
| Admin fee / account holder | $429 | $15,399-97.2% | $12,427-96.5% | $11,246-96.2% |