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 | $11,374 | $72,404-84.3% | $110,238-89.7% | $64,186-82.3% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.5pp | 69.6%+12.8pp |
| Annual return | -6.97% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $15 | $2,282-99.3% | $3,826-99.6% | $2,381-99.4% |
| Participant deferral / active EE | $1,639 | $3,469-52.7% | $4,672-64.9% | $3,470-52.8% |
| Admin fee / account holder | $710 | $5,664-87.5% | $8,547-91.7% | $4,888-85.5% |