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 | $18,010 | $74,927-76.0% | $101,794-82.3% | $84,808-78.8% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.2%+24.7pp | 68.3%+25.6pp |
| Annual return | 44.11% | 18.70%+25.4pp | 30.53%+13.6pp | 40.90%+3.2pp |
| Employer contribution / active EE | $330 | $1,522-78.3% | $2,289-85.6% | $2,631-87.5% |
| Participant deferral / active EE | $4,789 | $3,099+54.5% | $4,084+17.3% | $4,212+13.7% |
| Admin fee / account holder | $2,444 | $6,514-62.5% | $8,777-72.1% | $7,344-66.7% |