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 3-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 | $5,380 | $111,535-95.2% | $105,223-94.9% | $137,256-96.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.60% | 237.85%-213.3pp | 180.65%-156.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $50 | $3,939-98.7% | $3,689-98.6% | $4,156-98.8% |
| Participant deferral / active EE | $2,234 | $5,500-59.4% | $5,072-55.9% | $6,407-65.1% |
| Admin fee / account holder | $553 | $9,721-94.3% | $8,859-93.8% | $12,270-95.5% |