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 | $12,372 | $63,346-80.5% | $92,233-86.6% | $70,131-82.4% |
| Participation rate | 84.7% | 68.7%+16.1pp | 76.5%+8.3pp | 69.5%+15.2pp |
| Annual return | 15.87% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $258 | $2,471-89.6% | $3,679-93.0% | $2,342-89.0% |
| Participant deferral / active EE | $1,222 | $2,854-57.2% | $3,897-68.6% | $3,332-63.3% |
| Admin fee / account holder | $610 | $3,840-84.1% | $5,194-88.3% | $4,645-86.9% |