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 | $24,442 | $152,587-84.0% | $125,175-80.5% | $152,861-84.0% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 54.97% | 54.84%+0.1pp | 43.79%+11.2pp | 345.32%-290.4pp |
| Employer contribution / active EE | $739 | $4,946-85.1% | $3,865-80.9% | $4,762-84.5% |
| Participant deferral / active EE | $2,310 | $5,868-60.6% | $4,937-53.2% | $5,850-60.5% |
| Admin fee / account holder | $1,055 | $13,434-92.1% | $9,702-89.1% | $11,596-90.9% |