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 5-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 | $8,310 | $111,814-92.6% | $93,654-91.1% | $145,959-94.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.62% | 203.30%-188.7pp | 133.34%-118.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $536 | $3,092-82.7% | $2,421-77.8% | $4,661-88.5% |
| Participant deferral / active EE | $2,357 | $4,914-52.0% | $4,413-46.6% | $6,689-64.8% |
| Admin fee / account holder | $867 | $10,246-91.5% | $8,282-89.5% | $13,398-93.5% |