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 9-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 | $28,320 | $209,832-86.5% | $189,513-85.1% | $167,490-83.1% |
| Participation rate | 86.7% | 88.7%-2.0pp | 87.8%-1.1pp | 82.1%+4.6pp |
| Annual return | 10.66% | 748.27%-737.6pp | 555.15%-544.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $811 | $6,914-88.3% | $6,162-86.8% | $4,837-83.2% |
| Participant deferral / active EE | $3,877 | $8,935-56.6% | $8,221-52.8% | $6,341-38.9% |
| Admin fee / account holder | $337 | $14,293-97.6% | $12,045-97.2% | $12,309-97.3% |