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 | $133,922-93.0% | $116,228-92.0% | $142,382-93.4% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.6%+7.8pp | 80.1%+2.2pp |
| Annual return | 149.72% | 147.76%+2.0pp | 90.06%+59.7pp | 217.08%-67.4pp |
| Employer contribution / active EE | $548 | $3,446-84.1% | $2,994-81.7% | $4,299-87.3% |
| Participant deferral / active EE | $2,494 | $5,672-56.0% | $4,953-49.7% | $6,507-61.7% |
| Admin fee / account holder | $394 | $14,945-97.4% | $11,989-96.7% | $12,624-96.9% |