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 | $24,907 | $197,591-87.4% | $177,821-86.0% | $158,922-84.3% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.7%-2.7pp | 82.0%+3.0pp |
| Annual return | 25.19% | 58.76%-33.6pp | 48.32%-23.1pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,190 | $6,697-82.2% | $5,918-79.9% | $4,761-75.0% |
| Participant deferral / active EE | $4,831 | $8,405-42.5% | $7,714-37.4% | $5,982-19.2% |
| Admin fee / account holder | $897 | $15,399-94.2% | $12,427-92.8% | $11,246-92.0% |