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 7-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 | $12,428 | $99,985-87.6% | $146,665-91.5% | $85,850-85.5% |
| Participation rate | 96.4% | 73.1%+23.3pp | 80.1%+16.3pp | 69.3%+27.0pp |
| Annual return | 25.66% | 18.93%+6.7pp | 22.74%+2.9pp | 318.53%-292.9pp |
| Employer contribution / active EE | $427 | $2,559-83.3% | $4,136-89.7% | $2,565-83.3% |
| Participant deferral / active EE | $4,714 | $4,006+17.7% | $5,506-14.4% | $3,952+19.3% |
| Admin fee / account holder | $684 | $7,702-91.1% | $10,280-93.3% | $6,260-89.1% |