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 | $14,629 | $202,432-92.8% | $169,368-91.4% | $139,434-89.5% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 12.24% | 531.74%-519.5pp | 405.60%-393.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,427 | $6,938-79.4% | $6,221-77.1% | $6,710-78.7% |
| Admin fee / account holder | $718 | $10,708-93.3% | $9,003-92.0% | $11,403-93.7% |