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 7-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 | $22,072 | $102,382-78.4% | $147,005-85.0% | $80,874-72.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 11.96% | 134.89%-122.9pp | 418.76%-406.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $511 | $3,715-86.3% | $4,934-89.7% | $2,756-81.5% |
| Participant deferral / active EE | $4,218 | $6,646-36.5% | $8,070-47.7% | $4,297-1.8% |
| Admin fee / account holder | $1,924 | $7,942-75.8% | $13,006-85.2% | $6,935-72.3% |