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 4-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 | $5,246 | $154,117-96.6% | $129,995-96.0% | $139,434-96.2% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 36.53% | 32.48%+4.1pp | -137.18%+173.7pp | 372.94%-336.4pp |
| Employer contribution / active EE | $1,067 | $5,289-79.8% | $4,320-75.3% | $4,751-77.5% |
| Participant deferral / active EE | $2,042 | $6,710-69.6% | $5,820-64.9% | $6,710-69.6% |
| Admin fee / account holder | $328 | $14,007-97.7% | $10,614-96.9% | $11,403-97.1% |