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 | $22,294 | $85,766-74.0% | $136,294-83.6% | $70,131-68.2% |
| Participation rate | 86.0% | 74.2%+11.8pp | 81.9%+4.0pp | 69.5%+16.4pp |
| Annual return | 35.38% | 31.45%+3.9pp | 5155.94%-5120.6pp | 73.14%-37.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,634 | $5,051+150.1% | $6,247+102.2% | $3,332+279.2% |
| Admin fee / account holder | $5,834 | $5,420+7.6% | $9,243-36.9% | $4,645+25.6% |