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 4-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 | $6,007 | $54,350-88.9% | $82,719-92.7% | $68,494-91.2% |
| Participation rate | 86.4% | 63.9%+22.5pp | 72.6%+13.9pp | 67.9%+18.6pp |
| Annual return | -15.02% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,453 | $3,246-24.4% | $4,395-44.2% | $4,027-39.1% |
| Admin fee / account holder | $389 | $4,395-91.2% | $5,329-92.7% | $5,403-92.8% |