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 | $23,566 | $86,286-72.7% | $111,297-78.8% | $85,850-72.6% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 12.09% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $4 | $2,043-99.8% | $2,731-99.9% | $2,565-99.8% |
| Participant deferral / active EE | $1,874 | $3,641-48.5% | $4,487-58.2% | $3,952-52.6% |
| Admin fee / account holder | $1,806 | $8,188-77.9% | $7,964-77.3% | $6,260-71.1% |