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 | $1,235 | $57,016-97.8% | $84,966-98.5% | $80,856-98.5% |
| Participation rate | 82.5% | 56.3%+26.2pp | 67.5%+15.0pp | 67.6%+14.9pp |
| Annual return | 13.15% | 21.66%-8.5pp | 66.38%-53.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $986 | $3,110-68.3% | $4,519-78.2% | $4,296-77.0% |
| Admin fee / account holder | $308 | $4,980-93.8% | $6,149-95.0% | $6,918-95.5% |