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 | $3,655 | $35,183-89.6% | $73,545-95.0% | $70,131-94.8% |
| Participation rate | 76.0% | 42.9%+33.1pp | 54.9%+21.1pp | 69.5%+6.5pp |
| Annual return | 16.41% | 26.90%-10.5pp | -15.16%+31.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $358 | $1,220-70.7% | $1,806-80.2% | $3,332-89.3% |
| Admin fee / account holder | $671 | $2,302-70.8% | $2,320-71.1% | $4,645-85.6% |