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 | $117,983-96.7% | $101,794-96.1% | $142,382-97.2% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.2%+15.0pp | 80.1%+4.1pp |
| Annual return | 27.98% | 36.92%-8.9pp | 30.53%-2.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $64 | $2,773-97.7% | $2,289-97.2% | $4,299-98.5% |
| Participant deferral / active EE | $2,960 | $4,714-37.2% | $4,084-27.5% | $6,507-54.5% |
| Admin fee / account holder | $384 | $10,433-96.3% | $8,777-95.6% | $12,624-97.0% |