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 | $16,330 | $167,484-90.2% | $151,611-89.2% | $134,475-87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.85% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,067 | $6,829-84.4% | $6,166-82.7% | $4,740-77.5% |
| Participant deferral / active EE | $6,109 | $8,986-32.0% | $8,363-27.0% | $6,400-4.5% |
| Admin fee / account holder | $830 | $13,783-94.0% | $11,616-92.9% | $11,426-92.7% |