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 6-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 | $5,333 | $124,281-95.7% | $109,143-95.1% | $167,490-96.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 33.08% | 26.04%+7.0pp | 25.75%+7.3pp | 478.56%-445.5pp |
| Employer contribution / active EE | $767 | $4,207-81.8% | $3,722-79.4% | $4,837-84.2% |
| Participant deferral / active EE | $2,180 | $5,255-58.5% | $4,653-53.2% | $6,341-65.6% |
| Admin fee / account holder | $1,081 | $7,970-86.4% | $6,752-84.0% | $12,309-91.2% |