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 | $13,737 | $74,927-81.7% | $101,794-86.5% | $84,808-83.8% |
| Participation rate | 91.7% | 61.4%+30.3pp | 69.2%+22.5pp | 68.3%+23.4pp |
| Annual return | 18.82% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $208 | $1,522-86.3% | $2,289-90.9% | $2,631-92.1% |
| Participant deferral / active EE | $2,966 | $3,099-4.3% | $4,084-27.4% | $4,212-29.6% |
| Admin fee / account holder | $371 | $6,514-94.3% | $8,777-95.8% | $7,344-94.9% |