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 4-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 | $4,386 | $56,053-92.2% | $75,972-94.2% | $80,856-94.6% |
| Participation rate | 84.0% | 62.0%+22.0pp | 69.1%+14.9pp | 67.6%+16.4pp |
| Annual return | 16.41% | 20.53%-4.1pp | 359.55%-343.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,746 | $3,052-42.8% | $4,255-59.0% | $4,296-59.3% |
| Admin fee / account holder | $934 | $5,234-82.2% | $6,467-85.6% | $6,918-86.5% |