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 8-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 | $9,224 | $157,256-94.1% | $141,162-93.5% | $152,861-94.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 40.65% | 64.32%-23.7pp | 71.39%-30.7pp | 345.32%-304.7pp |
| Employer contribution / active EE | $248 | $5,261-95.3% | $4,735-94.8% | $4,762-94.8% |
| Participant deferral / active EE | $3,195 | $7,109-55.1% | $6,709-52.4% | $5,850-45.4% |
| Admin fee / account holder | $710 | $12,120-94.1% | $10,261-93.1% | $11,596-93.9% |