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 6-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 | $13,396 | $110,094-87.8% | $151,611-91.2% | $68,494-80.4% |
| Participation rate | 88.1% | 84.0%+4.1pp | 87.5%+0.6pp | 67.9%+20.2pp |
| Annual return | 82.52% | -10.12%+92.6pp | 3.33%+79.2pp | -7.84%+90.4pp |
| Employer contribution / active EE | $443 | $4,471-90.1% | $6,166-92.8% | $2,596-82.9% |
| Participant deferral / active EE | $4,154 | $6,527-36.4% | $8,363-50.3% | $4,027+3.1% |
| Admin fee / account holder | $527 | $7,719-93.2% | $11,616-95.5% | $5,403-90.2% |