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 | $6,303 | $118,450-94.7% | $98,439-93.6% | $139,434-95.5% |
| Participation rate | 81.0% | 77.4%+3.5pp | 75.2%+5.8pp | 80.3%+0.6pp |
| Annual return | 17.54% | 18.94%-1.4pp | 21.16%-3.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,652 | $5,392-69.4% | $4,738-65.1% | $6,710-75.4% |
| Admin fee / account holder | $630 | $14,026-95.5% | $8,948-93.0% | $11,403-94.5% |