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 4-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 | $13,263 | $69,763-81.0% | $67,502-80.4% | $74,495-82.2% |
| Participation rate | 72.6% | 71.4%+1.3pp | 72.9%-0.2pp | 67.2%+5.4pp |
| Annual return | 11.87% | -40.34%+52.2pp | 3512.12%-3500.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $255 | $2,704-90.6% | $2,731-90.7% | $2,623-90.3% |
| Participant deferral / active EE | $1,276 | $3,636-64.9% | $4,000-68.1% | $4,346-70.6% |
| Admin fee / account holder | $462 | $896-48.4% | $3,998-88.4% | $1,942-76.2% |