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 8-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 | $11,154 | $85,790-87.0% | $67,313-83.4% | $135,375-91.8% |
| Participation rate | 88.2% | 76.5%+11.8pp | 69.1%+19.2pp | 82.6%+5.6pp |
| Annual return | -7.06% | -0.54%-6.5pp | -4.08%-3.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $407 | $3,487-88.3% | $2,566-84.1% | $4,779-91.5% |
| Participant deferral / active EE | $5,431 | $4,651+16.8% | $3,568+52.2% | $5,609-3.2% |
| Admin fee / account holder | $1,103 | $6,392-82.7% | $4,507-75.5% | $10,827-89.8% |