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 5-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 | $11,513 | $80,724-85.7% | $103,333-88.9% | $74,495-84.5% |
| Participation rate | 75.7% | 65.7%+10.0pp | 74.5%+1.2pp | 67.2%+8.5pp |
| Annual return | 15.85% | 27.56%-11.7pp | 24.88%-9.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $743 | $3,157-76.5% | $3,868-80.8% | $2,623-71.7% |
| Participant deferral / active EE | $2,305 | $3,860-40.3% | $5,057-54.4% | $4,346-47.0% |
| Admin fee / account holder | $2,841 | $2,368+20.0% | $8,355-66.0% | $1,942+46.3% |