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 | $198,035 | $270,399-26.8% | $209,409-5.4% | $357,791-44.7% |
| Participation rate | 93.3% | 83.8%+9.6pp | 80.4%+13.0pp | 85.6%+7.7pp |
| Annual return | 15.99% | 194.89%-178.9pp | 159.49%-143.5pp | 396.79%-380.8pp |
| Employer contribution / active EE | $2,822 | $6,982-59.6% | $5,035-44.0% | $7,508-62.4% |
| Participant deferral / active EE | $11,139 | $4,606+141.9% | $4,230+163.3% | $5,521+101.8% |
| Admin fee / account holder | $56,950 | $18,969+200.2% | $16,474+245.7% | $28,387+100.6% |