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 | $8,844 | $86,286-89.8% | $111,297-92.1% | $85,850-89.7% |
| Participation rate | 76.7% | 73.3%+3.4pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 17.31% | 19.99%-2.7pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $455 | $2,043-77.7% | $2,731-83.4% | $2,565-82.3% |
| Participant deferral / active EE | $2,000 | $3,641-45.1% | $4,487-55.4% | $3,952-49.4% |
| Admin fee / account holder | $326 | $8,188-96.0% | $7,964-95.9% | $6,260-94.8% |