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 3-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 | $6,263 | $177,572-96.5% | $154,803-96.0% | $142,382-95.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.38% | 65.07%-33.7pp | 58.88%-27.5pp | 217.08%-185.7pp |
| Employer contribution / active EE | $476 | $4,810-90.1% | $4,305-89.0% | $4,299-88.9% |
| Participant deferral / active EE | $3,188 | $6,272-49.2% | $5,540-42.5% | $6,507-51.0% |
| Admin fee / account holder | $807 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |