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 10-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 | $27,489 | $81,208-66.1% | $98,907-72.2% | $79,858-65.6% |
| Participation rate | 86.0% | 72.5%+13.5pp | 76.0%+9.9pp | 69.6%+16.3pp |
| Annual return | 13.49% | 60.99%-47.5pp | 196.43%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $301 | $1,960-84.6% | $2,689-88.8% | $2,471-87.8% |
| Participant deferral / active EE | $1,841 | $3,265-43.6% | $4,244-56.6% | $3,740-50.8% |
| Admin fee / account holder | $564 | $6,013-90.6% | $6,642-91.5% | $5,306-89.4% |