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 | $5,276 | $58,208-90.9% | $81,812-93.6% | $80,856-93.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.03% | 41.66%-30.6pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $227 | $2,340-90.3% | $2,912-92.2% | $2,755-91.7% |
| Participant deferral / active EE | $2,464 | $3,281-24.9% | $4,319-42.9% | $4,296-42.6% |
| Admin fee / account holder | $2,482 | $4,981-50.2% | $7,386-66.4% | $6,918-64.1% |