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 | $193,926 | $270,399-28.3% | $209,409-7.4% | $357,791-45.8% |
| Participation rate | 82.6% | 83.8%-1.2pp | 80.4%+2.3pp | 85.6%-3.0pp |
| Annual return | 27.35% | 194.89%-167.5pp | 159.49%-132.1pp | 396.79%-369.4pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $10,510 | $4,606+128.2% | $4,230+148.5% | $5,521+90.4% |
| Admin fee / account holder | $2,126 | $18,969-88.8% | $16,474-87.1% | $28,387-92.5% |