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 | $23,636 | $69,977-66.2% | $108,579-78.2% | $62,891-62.4% |
| Participation rate | 79.1% | 72.9%+6.2pp | 79.6%-0.5pp | 69.3%+9.8pp |
| Annual return | 5.84% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $335 | $2,135-84.3% | $3,758-91.1% | $2,281-85.3% |
| Participant deferral / active EE | $2,469 | $3,165-22.0% | $4,311-42.7% | $3,203-22.9% |
| Admin fee / account holder | $451 | $5,076-91.1% | $7,645-94.1% | $4,296-89.5% |