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 | $20,476 | $198,466-89.7% | $170,442-88.0% | $147,584-86.1% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 16.52% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,040 | $6,184-83.2% | $5,433-80.9% | $4,876-78.7% |
| Participant deferral / active EE | $2,344 | $5,629-58.4% | $4,939-52.5% | $5,439-56.9% |
| Admin fee / account holder | $457 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |