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 | $23,712 | $160,055-85.2% | $140,016-83.1% | $135,375-82.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.43% | 911.38%-914.8pp | 651.12%-654.5pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,187 | $6,420-81.5% | $5,606-78.8% | $4,779-75.2% |
| Participant deferral / active EE | $4,081 | $7,642-46.6% | $6,927-41.1% | $5,609-27.2% |
| Admin fee / account holder | $616 | $13,328-95.4% | $10,705-94.2% | $10,827-94.3% |