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 5-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 | $9,331 | $132,634-93.0% | $115,768-91.9% | $137,256-93.2% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.4%+8.0pp | 80.0%+2.4pp |
| Annual return | 149.72% | 160.70%-11.0pp | 100.46%+49.3pp | 220.34%-70.6pp |
| Employer contribution / active EE | $548 | $3,360-83.7% | $2,940-81.4% | $4,156-86.8% |
| Participant deferral / active EE | $2,494 | $5,619-55.6% | $4,917-49.3% | $6,407-61.1% |
| Admin fee / account holder | $394 | $15,028-97.4% | $12,439-96.8% | $12,270-96.8% |