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 5-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 | $16,354 | $82,664-80.2% | $125,339-87.0% | $68,494-76.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | 60.96% | -5.97%+66.9pp | 572.05%-511.1pp | -7.84%+68.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,853 | $6,110+94.0% | $7,446+59.2% | $4,027+194.3% |
| Admin fee / account holder | $309 | $6,275-95.1% | $10,010-96.9% | $5,403-94.3% |