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 10-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 | $190,015 | $293,860-35.3% | $237,244-19.9% | $357,791-46.9% |
| Participation rate | 84.6% | 84.2%+0.4pp | 80.3%+4.4pp | 85.6%-1.0pp |
| Annual return | 19.68% | 4677.97%-4658.3pp | 4131.29%-4111.6pp | 396.79%-377.1pp |
| Employer contribution / active EE | $2,397 | $5,523-56.6% | $4,351-44.9% | $7,508-68.1% |
| Participant deferral / active EE | $9,373 | $4,397+113.2% | $4,056+131.1% | $5,521+69.8% |
| Admin fee / account holder | $5,405 | $21,223-74.5% | $18,030-70.0% | $28,387-81.0% |