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 | $18,376 | $180,449-89.8% | $154,107-88.1% | $135,375-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.89% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $231 | $6,035-96.2% | $5,298-95.6% | $4,779-95.2% |
| Participant deferral / active EE | $3,245 | $5,806-44.1% | $5,081-36.1% | $5,609-42.1% |
| Admin fee / account holder | $590 | $16,143-96.3% | $13,411-95.6% | $10,827-94.6% |