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 | $13,281 | $138,065-90.4% | $123,544-89.2% | $135,375-90.2% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 15.01% | 153.68%-138.7pp | 119.20%-104.2pp | 519.73%-504.7pp |
| Employer contribution / active EE | $497 | $5,151-90.3% | $4,628-89.3% | $4,779-89.6% |
| Participant deferral / active EE | $3,537 | $6,799-48.0% | $6,426-45.0% | $5,609-36.9% |
| Admin fee / account holder | $318 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |