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 | $13,760 | $105,998-87.0% | $92,233-85.1% | $147,584-90.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 15.52% | 50.05%-34.5pp | 176.28%-160.8pp | 578.55%-563.0pp |
| Employer contribution / active EE | $636 | $4,333-85.3% | $3,679-82.7% | $4,876-86.9% |
| Participant deferral / active EE | $2,555 | $4,478-42.9% | $3,897-34.4% | $5,439-53.0% |
| Admin fee / account holder | $6,613 | $6,332+4.4% | $5,194+27.3% | $10,885-39.2% |