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 | $30,213 | $100,041-69.8% | $149,718-79.8% | $70,131-56.9% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.1%-9.3pp | 69.5%+8.2pp |
| Annual return | 17.26% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $421 | $3,662-88.5% | $5,445-92.3% | $2,342-82.0% |
| Participant deferral / active EE | $2,801 | $4,983-43.8% | $6,569-57.4% | $3,332-15.9% |
| Admin fee / account holder | $503 | $8,286-93.9% | $11,283-95.5% | $4,645-89.2% |