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 | $16,905 | $100,041-83.1% | $149,718-88.7% | $70,131-75.9% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 15.19% | 27.43%-12.2pp | 1501.63%-1486.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $853 | $3,662-76.7% | $5,445-84.3% | $2,342-63.6% |
| Participant deferral / active EE | $3,368 | $4,983-32.4% | $6,569-48.7% | $3,332+1.1% |
| Admin fee / account holder | $896 | $8,286-89.2% | $11,283-92.1% | $4,645-80.7% |