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 9-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 | $34,246 | $122,239-72.0% | $184,200-81.4% | $74,546-54.1% |
| Participation rate | 98.1% | 85.5%+12.6pp | 86.8%+11.3pp | 67.2%+30.9pp |
| Annual return | 12.20% | 19.95%-7.8pp | 28.80%-16.6pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $728 | $4,537-84.0% | $6,424-88.7% | $2,624-72.3% |
| Participant deferral / active EE | $5,775 | $7,139-19.1% | $9,132-36.8% | $4,347+32.8% |
| Admin fee / account holder | $3,143 | $1,260+149.5% | $13,907-77.4% | $1,944+61.7% |