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 | $31,172 | $183,963-83.1% | $162,163-80.8% | $152,861-79.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 25.86% | 150.76%-124.9pp | 115.59%-89.7pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,278 | $6,371-79.9% | $5,614-77.2% | $4,762-73.2% |
| Participant deferral / active EE | $3,868 | $8,034-51.9% | $7,298-47.0% | $5,850-33.9% |
| Admin fee / account holder | $3,255 | $13,121-75.2% | $10,843-70.0% | $11,596-71.9% |