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 | $16,030 | $138,347-88.4% | $184,203-91.3% | $80,856-80.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 48.23% | 20.02%+28.2pp | 28.81%+19.4pp | 35.59%+12.6pp |
| Employer contribution / active EE | $1,085 | $4,850-77.6% | $6,427-83.1% | $2,755-60.6% |
| Participant deferral / active EE | $3,270 | $7,071-53.8% | $9,131-64.2% | $4,296-23.9% |
| Admin fee / account holder | $320 | $10,483-96.9% | $13,901-97.7% | $6,918-95.4% |