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 | $8,182 | $198,466-95.9% | $170,442-95.2% | $147,584-94.5% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 21.47% | 257.29%-235.8pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $477 | $6,184-92.3% | $5,433-91.2% | $4,876-90.2% |
| Participant deferral / active EE | $2,778 | $5,629-50.6% | $4,939-43.8% | $5,439-48.9% |
| Admin fee / account holder | $1,070 | $16,852-93.7% | $13,880-92.3% | $10,885-90.2% |