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 5-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 | $16,074 | $126,574-87.3% | $106,213-84.9% | $145,922-89.0% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+8.0pp |
| Annual return | 8.56% | 224.79%-216.2pp | 116.14%-107.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $533 | $3,730-85.7% | $3,171-83.2% | $4,660-88.6% |
| Participant deferral / active EE | $5,728 | $5,724+0.1% | $5,016+14.2% | $6,688-14.3% |
| Admin fee / account holder | $778 | $17,304-95.5% | $11,033-93.0% | $13,397-94.2% |