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 | $17,825 | $78,926-77.4% | $136,749-87.0% | $84,808-79.0% |
| Participation rate | 87.1% | 62.2%+24.9pp | 72.1%+15.0pp | 68.3%+18.8pp |
| Annual return | 13.31% | 18.17%-4.9pp | 24.33%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,951 | $3,168-6.9% | $4,692-37.1% | $4,212-29.9% |
| Admin fee / account holder | $725 | $6,369-88.6% | $11,386-93.6% | $7,344-90.1% |