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 | $17,342 | $68,346-74.6% | $94,646-81.7% | $75,163-76.9% |
| Participation rate | 89.1% | 76.1%+13.0pp | 80.8%+8.2pp | 67.2%+21.9pp |
| Annual return | 123.57% | 616.93%-493.4pp | 156.71%-33.1pp | 160.62%-37.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,925 | $6,537+51.8% | $7,418+33.8% | $4,125+140.6% |
| Admin fee / account holder | $774 | $5,326-85.5% | $7,231-89.3% | $5,651-86.3% |