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 3-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 | $10,047 | $95,803-89.5% | $113,168-91.1% | $84,808-88.2% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 21.13% | 25.00%-3.9pp | 24.27%-3.1pp | 40.90%-19.8pp |
| Employer contribution / active EE | $588 | $2,360-75.1% | $2,975-80.2% | $2,631-77.6% |
| Participant deferral / active EE | $3,963 | $4,242-6.6% | $5,107-22.4% | $4,212-5.9% |
| Admin fee / account holder | $461 | $8,989-94.9% | $12,068-96.2% | $7,344-93.7% |