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 5-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 | $34,556 | $125,758-72.5% | $169,993-79.7% | $75,163-54.0% |
| Participation rate | 71.0% | 83.6%-12.6pp | 87.0%-16.0pp | 67.2%+3.8pp |
| Annual return | 23.18% | 27.20%-4.0pp | 53.37%-30.2pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,301 | $4,615-71.8% | $6,785-80.8% | $2,670-51.3% |
| Participant deferral / active EE | $6,553 | $6,837-4.2% | $10,408-37.0% | $4,125+58.9% |
| Admin fee / account holder | $680 | $8,173-91.7% | $12,815-94.7% | $5,651-88.0% |