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 8-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 | $20,320 | $85,766-76.3% | $136,294-85.1% | $70,131-71.0% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 298.17% | 31.45%+266.7pp | 5155.94%-4857.8pp | 73.14%+225.0pp |
| Employer contribution / active EE | $143 | $2,966-95.2% | $4,695-97.0% | $2,342-93.9% |
| Participant deferral / active EE | $4,716 | $5,051-6.6% | $6,247-24.5% | $3,332+41.5% |
| Admin fee / account holder | $573 | $5,420-89.4% | $9,243-93.8% | $4,645-87.7% |