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 | $11,239 | $165,335-93.2% | $149,696-92.5% | $158,922-92.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.97% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $620 | $5,103-87.9% | $4,644-86.7% | $4,761-87.0% |
| Participant deferral / active EE | $3,623 | $7,181-49.5% | $6,842-47.0% | $5,982-39.4% |
| Admin fee / account holder | $2,221 | $10,807-79.4% | $9,309-76.1% | $11,246-80.2% |