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 | $16,637 | $91,538-81.8% | $129,995-87.2% | $75,163-77.9% |
| Participation rate | 96.1% | 71.4%+24.7pp | 78.5%+17.6pp | 67.2%+28.9pp |
| Annual return | 24.19% | -631.11%+655.3pp | -137.18%+161.4pp | 160.62%-136.4pp |
| Employer contribution / active EE | $653 | $2,845-77.0% | $4,320-84.9% | $2,670-75.5% |
| Participant deferral / active EE | $5,412 | $4,341+24.7% | $5,820-7.0% | $4,125+31.2% |
| Admin fee / account holder | $1,938 | $6,790-71.5% | $10,614-81.7% | $5,651-65.7% |