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 8-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 | $23,406 | $137,414-83.0% | $189,513-87.6% | $85,850-72.7% |
| Participation rate | 86.2% | 84.6%+1.6pp | 87.8%-1.6pp | 69.3%+16.9pp |
| Annual return | 17.21% | 38.14%-20.9pp | 555.15%-537.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,345 | $6,260+33.3% | $8,221+1.5% | $3,952+111.2% |
| Admin fee / account holder | $2,368 | $8,630-72.6% | $12,045-80.3% | $6,260-62.2% |