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 | $19,519 | $62,586-68.8% | $76,768-74.6% | $64,186-69.6% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.5pp | 69.6%+19.9pp |
| Annual return | -5.58% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $327 | $1,832-82.1% | $2,485-86.8% | $2,381-86.3% |
| Participant deferral / active EE | $3,260 | $3,145+3.7% | $3,852-15.3% | $3,470-6.0% |
| Admin fee / account holder | $941 | $4,667-79.8% | $6,675-85.9% | $4,888-80.8% |