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 6-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 | $17,918 | $201,272-91.1% | $184,203-90.3% | $145,922-87.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.26% | 29.00%-14.7pp | 28.81%-14.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $738 | $7,022-89.5% | $6,427-88.5% | $4,660-84.2% |
| Participant deferral / active EE | $3,461 | $9,806-64.7% | $9,131-62.1% | $6,688-48.3% |
| Admin fee / account holder | $331 | $16,364-98.0% | $13,901-97.6% | $13,397-97.5% |