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 | $27,431 | $78,422-65.0% | $95,952-71.4% | $79,858-65.7% |
| Participation rate | 82.3% | 73.5%+8.8pp | 77.1%+5.2pp | 69.6%+12.6pp |
| Annual return | 23.45% | 19.37%+4.1pp | 91.61%-68.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $356 | $1,945-81.7% | $2,541-86.0% | $2,471-85.6% |
| Participant deferral / active EE | $9,466 | $3,440+175.2% | $4,167+127.2% | $3,740+153.1% |
| Admin fee / account holder | $1,334 | $5,622-76.3% | $6,795-80.4% | $5,306-74.9% |