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 | $28,033 | $78,705-64.4% | $117,854-76.2% | $70,131-60.0% |
| Participation rate | 98.6% | 73.2%+25.4pp | 79.7%+18.9pp | 69.5%+29.1pp |
| Annual return | 29.13% | 23.30%+5.8pp | 335.08%-305.9pp | 73.14%-44.0pp |
| Employer contribution / active EE | $380 | $2,223-82.9% | $3,786-90.0% | $2,342-83.8% |
| Participant deferral / active EE | $3,674 | $3,297+11.4% | $4,482-18.0% | $3,332+10.3% |
| Admin fee / account holder | $4,099 | $5,065-19.1% | $8,020-48.9% | $4,645-11.8% |