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 | $8,530 | $126,574-93.3% | $106,213-92.0% | $145,922-94.2% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+8.0pp |
| Annual return | 14.51% | 224.79%-210.3pp | 116.14%-101.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $75 | $3,730-98.0% | $3,171-97.6% | $4,660-98.4% |
| Participant deferral / active EE | $1,903 | $5,724-66.8% | $5,016-62.1% | $6,688-71.5% |
| Admin fee / account holder | $1,931 | $17,304-88.8% | $11,033-82.5% | $13,397-85.6% |