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 6-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 | $5,003 | $102,604-95.1% | $86,188-94.2% | $139,434-96.4% |
| Participation rate | 84.2% | 74.5%+9.7pp | 69.0%+15.3pp | 80.3%+3.9pp |
| Annual return | 9.48% | 1922.51%-1913.0pp | 1168.45%-1159.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $303 | $3,032-90.0% | $2,380-87.3% | $4,751-93.6% |
| Participant deferral / active EE | $1,514 | $4,676-67.6% | $3,985-62.0% | $6,710-77.4% |
| Admin fee / account holder | $644 | $8,657-92.6% | $6,852-90.6% | $11,403-94.4% |