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 | $18,690 | $64,324-70.9% | $118,925-84.3% | $79,858-76.6% |
| Participation rate | 72.7% | 64.9%+7.9pp | 75.4%-2.7pp | 69.6%+3.1pp |
| Annual return | 15.85% | 86.45%-70.6pp | 35.88%-20.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $244 | $1,836-86.7% | $3,263-92.5% | $2,471-90.1% |
| Participant deferral / active EE | $1,365 | $2,824-51.7% | $4,265-68.0% | $3,740-63.5% |
| Admin fee / account holder | $1,543 | $4,040-61.8% | $6,581-76.5% | $5,306-70.9% |