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 | $28,801 | $202,318-85.8% | $172,739-83.3% | $152,861-81.2% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 23.47% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $922 | $5,856-84.3% | $5,143-82.1% | $4,762-80.6% |
| Participant deferral / active EE | $2,423 | $5,948-59.3% | $5,198-53.4% | $5,850-58.6% |
| Admin fee / account holder | $723 | $17,109-95.8% | $13,954-94.8% | $11,596-93.8% |