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 | $18,474 | $112,096-83.5% | $95,952-80.7% | $158,922-88.4% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 12.38% | 171.09%-158.7pp | 91.61%-79.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $637 | $3,198-80.1% | $2,541-74.9% | $4,761-86.6% |
| Participant deferral / active EE | $3,110 | $4,784-35.0% | $4,167-25.4% | $5,982-48.0% |
| Admin fee / account holder | $1,089 | $10,130-89.3% | $6,795-84.0% | $11,246-90.3% |