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 | $24,368 | $209,411-88.4% | $178,490-86.3% | $158,922-84.7% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 18.18% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $653 | $5,706-88.6% | $5,011-87.0% | $4,761-86.3% |
| Participant deferral / active EE | $2,396 | $5,954-59.8% | $5,202-53.9% | $5,982-60.0% |
| Admin fee / account holder | $769 | $17,074-95.5% | $13,984-94.5% | $11,246-93.2% |