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 | $11,226 | $48,300-76.8% | $40,145,923-100.0% | $62,891-82.2% |
| Participation rate | 82.4% | 62.0%+20.3pp | 68.4%+13.9pp | 69.3%+13.0pp |
| Annual return | 5.72% | 6.95%-1.2pp | 5.24%+0.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,823 | $2,388-23.7% | $2,591-29.6% | $3,203-43.1% |
| Admin fee / account holder | $447 | $2,919-84.7% | $2,903-84.6% | $4,296-89.6% |