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 | $8,484 | $135,952-93.8% | $123,892-93.2% | $273,961-96.9% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 19.07% | 56.63%-37.6pp | 47.52%-28.4pp | 41.45%-22.4pp |
| Employer contribution / active EE | $801 | $5,170-84.5% | $4,617-82.7% | $4,869-83.6% |
| Participant deferral / active EE | $3,278 | $6,343-48.3% | $5,984-45.2% | $5,287-38.0% |
| Admin fee / account holder | $2,454 | $9,817-75.0% | $8,357-70.6% | $10,132-75.8% |