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 | $30,294 | $197,591-84.7% | $177,821-83.0% | $158,922-80.9% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 28.67% | 58.76%-30.1pp | 48.32%-19.6pp | 302.83%-274.2pp |
| Employer contribution / active EE | $899 | $6,697-86.6% | $5,918-84.8% | $4,761-81.1% |
| Participant deferral / active EE | $5,799 | $8,405-31.0% | $7,714-24.8% | $5,982-3.1% |
| Admin fee / account holder | $2,672 | $15,399-82.6% | $12,427-78.5% | $11,246-76.2% |