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 | $27,575 | $100,041-72.4% | $149,718-81.6% | $70,131-60.7% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.1%+2.1pp | 69.5%+19.6pp |
| Annual return | 14.80% | 27.43%-12.6pp | 1501.63%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $833 | $3,662-77.3% | $5,445-84.7% | $2,342-64.4% |
| Participant deferral / active EE | $3,093 | $4,983-37.9% | $6,569-52.9% | $3,332-7.2% |
| Admin fee / account holder | $5,751 | $8,286-30.6% | $11,283-49.0% | $4,645+23.8% |