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 | $180,389 | $293,860-38.6% | $237,244-24.0% | $357,791-49.6% |
| Participation rate | 83.3% | 84.2%-0.9pp | 80.3%+3.1pp | 85.6%-2.3pp |
| Annual return | 22.13% | 4677.97%-4655.8pp | 4131.29%-4109.2pp | 396.79%-374.7pp |
| Employer contribution / active EE | $3,760 | $5,523-31.9% | $4,351-13.6% | $7,508-49.9% |
| Participant deferral / active EE | $12,257 | $4,397+178.8% | $4,056+202.2% | $5,521+122.0% |
| Admin fee / account holder | $1,161 | $21,223-94.5% | $18,030-93.6% | $28,387-95.9% |