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 8-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 | $6,030 | $210,648-97.1% | $177,989-96.6% | $145,922-95.9% |
| Participation rate | 95.2% | 80.8%+14.5pp | 77.1%+18.2pp | 80.3%+15.0pp |
| Annual return | 12.82% | 385.86%-373.0pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $330 | $4,565-92.8% | $3,949-91.6% | $4,660-92.9% |
| Participant deferral / active EE | $2,099 | $6,958-69.8% | $6,276-66.6% | $6,688-68.6% |
| Admin fee / account holder | $338 | $12,013-97.2% | $10,363-96.7% | $13,397-97.5% |