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 | $24,615 | $152,587-83.9% | $125,175-80.3% | $152,861-83.9% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.4%-6.0pp |
| Annual return | 28.71% | 54.84%-26.1pp | 43.79%-15.1pp | 345.32%-316.6pp |
| Employer contribution / active EE | $926 | $4,946-81.3% | $3,865-76.1% | $4,762-80.6% |
| Participant deferral / active EE | $2,131 | $5,868-63.7% | $4,937-56.8% | $5,850-63.6% |
| Admin fee / account holder | $648 | $13,434-95.2% | $9,702-93.3% | $11,596-94.4% |