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 | $92,023 | $49,655+85.3% | $205,371-55.2% | $49,655+85.3% |
| Participation rate | 100.0% | 18.6%+81.4pp | 56.2%+43.8pp | 18.6%+81.4pp |
| Annual return | 9.43% | 9.77%-0.3pp | 5.90%+3.5pp | 9.77%-0.3pp |
| Employer contribution / active EE | $1,085 | $13,890-92.2% | $24,714-95.6% | $13,890-92.2% |
| Participant deferral / active EE | $2,498 | $102+2355.1% | $644+288.0% | $102+2355.1% |
| Admin fee / account holder | $6,381 | $2,893+120.6% | $13,227-51.8% | $2,893+120.6% |