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 7-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 | $17,929 | $154,117-88.4% | $129,995-86.2% | $139,434-87.1% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 20.23% | 32.48%-12.2pp | -137.18%+157.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $438 | $5,289-91.7% | $4,320-89.9% | $4,751-90.8% |
| Participant deferral / active EE | $2,291 | $6,710-65.9% | $5,820-60.6% | $6,710-65.9% |
| Admin fee / account holder | $434 | $14,007-96.9% | $10,614-95.9% | $11,403-96.2% |