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 9-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 | $17,727 | $202,318-91.2% | $172,739-89.7% | $152,861-88.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 55.19% | 1029.65%-974.5pp | 802.84%-747.7pp | 345.32%-290.1pp |
| Employer contribution / active EE | $695 | $5,856-88.1% | $5,143-86.5% | $4,762-85.4% |
| Participant deferral / active EE | $3,851 | $5,948-35.3% | $5,198-25.9% | $5,850-34.2% |
| Admin fee / account holder | $583 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |