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 | $9,975 | $52,279-80.9% | $89,391-88.8% | $79,858-87.5% |
| Participation rate | 81.5% | 57.5%+23.9pp | 68.0%+13.5pp | 69.6%+11.8pp |
| Annual return | 24.73% | 22.16%+2.6pp | 245.62%-220.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,620 | $2,740-40.9% | $3,890-58.3% | $3,740-56.7% |
| Admin fee / account holder | $2,440 | $3,356-27.3% | $4,881-50.0% | $5,306-54.0% |