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 | $8,342 | $117,841-92.9% | $102,423-91.9% | $145,922-94.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.70% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $732 | $3,615-79.7% | $3,023-75.8% | $4,660-84.3% |
| Participant deferral / active EE | $2,124 | $5,731-62.9% | $5,053-58.0% | $6,688-68.2% |
| Admin fee / account holder | $968 | $13,326-92.7% | $9,451-89.8% | $13,397-92.8% |