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 | $15,514 | $63,861-75.7% | $104,607-85.2% | $79,858-80.6% |
| Participation rate | 80.5% | 64.9%+15.6pp | 74.1%+6.4pp | 69.6%+10.9pp |
| Annual return | 13.26% | 21.30%-8.0pp | 340.46%-327.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $224 | $1,588-85.9% | $2,681-91.7% | $2,471-91.0% |
| Participant deferral / active EE | $1,738 | $2,693-35.5% | $3,740-53.5% | $3,740-53.5% |
| Admin fee / account holder | $1,668 | $4,185-60.1% | $6,473-74.2% | $5,306-68.6% |