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 7-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 | $20,675 | $197,591-89.5% | $177,821-88.4% | $158,922-87.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.82% | 58.76%-24.9pp | 48.32%-14.5pp | 302.83%-269.0pp |
| Employer contribution / active EE | $1,367 | $6,697-79.6% | $5,918-76.9% | $4,761-71.3% |
| Participant deferral / active EE | $11,215 | $8,405+33.4% | $7,714+45.4% | $5,982+87.5% |
| Admin fee / account holder | $2,486 | $15,399-83.9% | $12,427-80.0% | $11,246-77.9% |