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 | $21,948 | $171,865-87.2% | $149,718-85.3% | $147,584-85.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.72% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $936 | $6,275-85.1% | $5,445-82.8% | $4,876-80.8% |
| Participant deferral / active EE | $2,910 | $7,271-60.0% | $6,569-55.7% | $5,439-46.5% |
| Admin fee / account holder | $452 | $13,799-96.7% | $11,283-96.0% | $10,885-95.8% |