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 | $24,643 | $69,977-64.8% | $108,579-77.3% | $62,891-60.8% |
| Participation rate | 92.0% | 72.9%+19.1pp | 79.6%+12.4pp | 69.3%+22.7pp |
| Annual return | 6.46% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $41 | $2,135-98.1% | $3,758-98.9% | $2,281-98.2% |
| Participant deferral / active EE | $5,637 | $3,165+78.1% | $4,311+30.8% | $3,203+76.0% |
| Admin fee / account holder | $18,536 | $5,076+265.1% | $7,645+142.5% | $4,296+331.5% |