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 10-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 | $24,675 | $104,475-76.4% | $159,436-84.5% | $79,386-68.9% |
| Participation rate | 73.0% | 76.6%-3.6pp | 82.8%-9.8pp | 70.7%+2.3pp |
| Annual return | 14.95% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $566 | $3,417-83.4% | $4,829-88.3% | $2,427-76.7% |
| Participant deferral / active EE | $4,717 | $6,467-27.1% | $7,352-35.8% | $4,046+16.6% |
| Admin fee / account holder | $2,005 | $711+181.9% | $10,799-81.4% | $626+220.1% |