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 | $103,979 | $297,529-65.1% | $246,525-57.8% | $357,791-70.9% |
| Participation rate | 85.7% | 86.5%-0.8pp | 82.0%+3.8pp | 85.6%+0.1pp |
| Annual return | 13.64% | -2.25%+15.9pp | 0.46%+13.2pp | 396.79%-383.2pp |
| Employer contribution / active EE | $3,549 | $8,709-59.2% | $7,467-52.5% | $7,508-52.7% |
| Participant deferral / active EE | $8,156 | $6,076+34.2% | $5,422+50.4% | $5,521+47.7% |
| Admin fee / account holder | $10,034 | $16,212-38.1% | $16,551-39.4% | $28,387-64.7% |