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 | $6,967 | $111,724-93.8% | $93,606-92.6% | $145,922-95.2% |
| Participation rate | 84.2% | 74.2%+10.0pp | 68.7%+15.5pp | 80.3%+3.9pp |
| Annual return | 15.58% | 202.98%-187.4pp | 133.20%-117.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $382 | $3,090-87.6% | $2,420-84.2% | $4,660-91.8% |
| Participant deferral / active EE | $2,534 | $4,912-48.4% | $4,411-42.6% | $6,688-62.1% |
| Admin fee / account holder | $672 | $10,250-93.4% | $8,285-91.9% | $13,397-95.0% |