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 | $16,298 | $85,766-81.0% | $136,294-88.0% | $70,131-76.8% |
| Participation rate | 83.9% | 74.2%+9.8pp | 81.9%+2.0pp | 69.5%+14.4pp |
| Annual return | 24.95% | 31.45%-6.5pp | 5155.94%-5131.0pp | 73.14%-48.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,119 | $5,051+1.3% | $6,247-18.1% | $3,332+53.6% |
| Admin fee / account holder | $3,166 | $5,420-41.6% | $9,243-65.7% | $4,645-31.8% |