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 | $18,726 | $165,335-88.7% | $149,696-87.5% | $158,922-88.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 89.80% | 348.15%-258.4pp | 276.60%-186.8pp | 302.83%-213.0pp |
| Employer contribution / active EE | $103 | $5,103-98.0% | $4,644-97.8% | $4,761-97.8% |
| Participant deferral / active EE | $3,534 | $7,181-50.8% | $6,842-48.4% | $5,982-40.9% |
| Admin fee / account holder | $485 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |