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 | $29,127 | $123,793-76.5% | $177,821-83.6% | $79,858-63.5% |
| Participation rate | 83.7% | 84.7%-0.9pp | 87.7%-4.0pp | 69.6%+14.1pp |
| Annual return | 39.75% | 22.82%+16.9pp | 48.32%-8.6pp | 31.71%+8.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,411 | $5,956+74.8% | $7,714+35.0% | $3,740+178.4% |
| Admin fee / account holder | $1,470 | $7,243-79.7% | $12,427-88.2% | $5,306-72.3% |