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 9-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 | $20,677 | $162,781-87.3% | $133,956-84.6% | $158,922-87.0% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 14.18% | 41.94%-27.8pp | 45.09%-30.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $592 | $4,975-88.1% | $3,919-84.9% | $4,761-87.6% |
| Participant deferral / active EE | $2,054 | $5,911-65.3% | $5,048-59.3% | $5,982-65.7% |
| Admin fee / account holder | $1,014 | $11,736-91.4% | $8,927-88.6% | $11,246-91.0% |