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 | $13,655 | $94,625-85.6% | $116,228-88.3% | $84,808-83.9% |
| Participation rate | 94.7% | 70.4%+24.3pp | 74.6%+20.2pp | 68.3%+26.4pp |
| Annual return | 12.68% | 20.40%-7.7pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $315 | $2,347-86.6% | $2,994-89.5% | $2,631-88.0% |
| Participant deferral / active EE | $2,337 | $3,972-41.2% | $4,953-52.8% | $4,212-44.5% |
| Admin fee / account holder | $828 | $10,091-91.8% | $11,989-93.1% | $7,344-88.7% |