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 4-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 | $3,947 | $112,729-96.5% | $98,716-96.0% | $137,256-97.1% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.3%+14.9pp | 80.0%+4.3pp |
| Annual return | 27.98% | 38.48%-10.5pp | 31.81%-3.8pp | 220.34%-192.4pp |
| Employer contribution / active EE | $64 | $2,725-97.6% | $2,279-97.2% | $4,156-98.5% |
| Participant deferral / active EE | $2,960 | $4,640-36.2% | $4,048-26.9% | $6,407-53.8% |
| Admin fee / account holder | $384 | $10,129-96.2% | $8,703-95.6% | $12,270-96.9% |