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 | $4,986 | $81,208-93.9% | $98,907-95.0% | $79,858-93.8% |
| Participation rate | 89.3% | 72.5%+16.8pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 15.21% | 60.99%-45.8pp | 196.43%-181.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $343 | $1,960-82.5% | $2,689-87.2% | $2,471-86.1% |
| Participant deferral / active EE | $1,544 | $3,265-52.7% | $4,244-63.6% | $3,740-58.7% |
| Admin fee / account holder | $504 | $6,013-91.6% | $6,642-92.4% | $5,306-90.5% |