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 | $13,293 | $83,337-84.0% | $67,834-80.4% | $273,961-95.1% |
| Participation rate | 89.5% | 76.4%+13.0pp | 68.8%+20.7pp | 83.0%+6.5pp |
| Annual return | 12.40% | 259.45%-247.0pp | 138.47%-126.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $250 | $3,287-92.4% | $2,403-89.6% | $4,869-94.9% |
| Participant deferral / active EE | $1,132 | $4,088-72.3% | $3,160-64.2% | $5,287-78.6% |
| Admin fee / account holder | $1,348 | $6,752-80.0% | $4,622-70.8% | $10,132-86.7% |