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 | $17,254 | $89,753-80.8% | $107,525-84.0% | $84,808-79.7% |
| Participation rate | 79.4% | 68.1%+11.3pp | 75.1%+4.3pp | 68.3%+11.1pp |
| Annual return | 16.14% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $481 | $3,113-84.6% | $3,754-87.2% | $2,631-81.7% |
| Participant deferral / active EE | $2,128 | $4,056-47.5% | $5,116-58.4% | $4,212-49.5% |
| Admin fee / account holder | $998 | $7,222-86.2% | $8,919-88.8% | $7,344-86.4% |