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 4-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 | $2,114 | $96,305-97.8% | $80,569-97.4% | $139,434-98.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 49.88% | 1350.08%-1300.2pp | 935.43%-885.5pp | 372.94%-323.1pp |
| Employer contribution / active EE | $251 | $3,262-92.3% | $2,723-90.8% | $4,751-94.7% |
| Participant deferral / active EE | $1,908 | $5,232-63.5% | $4,447-57.1% | $6,710-71.6% |
| Admin fee / account holder | $560 | $6,599-91.5% | $5,377-89.6% | $11,403-95.1% |