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 | $34,507 | $148,978-76.8% | $200,582-82.8% | $84,808-59.3% |
| Participation rate | 85.1% | 84.2%+0.8pp | 86.9%-1.8pp | 68.3%+16.8pp |
| Annual return | 18.51% | 28.16%-9.7pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $977 | $4,815-79.7% | $6,419-84.8% | $2,631-62.8% |
| Participant deferral / active EE | $4,264 | $7,142-40.3% | $9,331-54.3% | $4,212+1.2% |
| Admin fee / account holder | $2,106 | $13,977-84.9% | $16,305-87.1% | $7,344-71.3% |