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 | $16,137 | $165,335-90.2% | $149,696-89.2% | $158,922-89.8% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 18.26% | 348.15%-329.9pp | 276.60%-258.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $676 | $5,103-86.8% | $4,644-85.4% | $4,761-85.8% |
| Participant deferral / active EE | $4,276 | $7,181-40.5% | $6,842-37.5% | $5,982-28.5% |
| Admin fee / account holder | $665 | $10,807-93.8% | $9,309-92.9% | $11,246-94.1% |