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 | $16,439 | $157,256-89.5% | $141,162-88.4% | $152,861-89.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 1831.91% | 64.32%+1767.6pp | 71.39%+1760.5pp | 345.32%+1486.6pp |
| Employer contribution / active EE | $887 | $5,261-83.1% | $4,735-81.3% | $4,762-81.4% |
| Participant deferral / active EE | $3,708 | $7,109-47.8% | $6,709-44.7% | $5,850-36.6% |
| Admin fee / account holder | $3,923 | $12,120-67.6% | $10,261-61.8% | $11,596-66.2% |