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 | $37,591 | $137,414-72.6% | $189,513-80.2% | $85,850-56.2% |
| Participation rate | 89.0% | 84.6%+4.4pp | 87.8%+1.2pp | 69.3%+19.7pp |
| Annual return | 14.72% | 38.14%-23.4pp | 555.15%-540.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,142 | $4,344-73.7% | $6,162-81.5% | $2,565-55.5% |
| Participant deferral / active EE | $3,601 | $6,260-42.5% | $8,221-56.2% | $3,952-8.9% |
| Admin fee / account holder | $4,420 | $8,630-48.8% | $12,045-63.3% | $6,260-29.4% |