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 6-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 | $7,606 | $57,281-86.7% | $86,612-91.2% | $75,163-89.9% |
| Participation rate | 70.2% | 63.2%+7.0pp | 71.7%-1.5pp | 67.2%+3.0pp |
| Annual return | 23.34% | 2670.75%-2647.4pp | 591.07%-567.7pp | 160.62%-137.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,019 | $3,318-39.2% | $4,438-54.5% | $4,125-51.1% |
| Admin fee / account holder | $799 | $4,112-80.6% | $5,614-85.8% | $5,651-85.9% |