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 | $13,651 | $105,998-87.1% | $92,233-85.2% | $147,584-90.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.32% | 50.05%-29.7pp | 176.28%-156.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $459 | $4,333-89.4% | $3,679-87.5% | $4,876-90.6% |
| Participant deferral / active EE | $3,879 | $4,478-13.4% | $3,897-0.5% | $5,439-28.7% |
| Admin fee / account holder | $677 | $6,332-89.3% | $5,194-87.0% | $10,885-93.8% |