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 3-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 | $9,671 | $185,822-94.8% | $169,993-94.3% | $139,434-93.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,392 | $7,590-81.7% | $6,785-79.5% | $4,751-70.7% |
| Participant deferral / active EE | $9,007 | $11,622-22.5% | $10,408-13.5% | $6,710+34.2% |
| Admin fee / account holder | $1,587 | $15,381-89.7% | $12,815-87.6% | $11,403-86.1% |