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 | $28,895 | $209,411-86.2% | $178,490-83.8% | $158,922-81.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.09% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $980 | $5,706-82.8% | $5,011-80.4% | $4,761-79.4% |
| Participant deferral / active EE | $2,219 | $5,954-62.7% | $5,202-57.3% | $5,982-62.9% |
| Admin fee / account holder | $711 | $17,074-95.8% | $13,984-94.9% | $11,246-93.7% |