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 3-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 | $1,723 | $60,892-97.2% | $82,389-97.9% | $84,808-98.0% |
| Participation rate | 70.9% | 63.3%+7.6pp | 69.5%+1.3pp | 68.3%+2.6pp |
| Annual return | 31.43% | 37.29%-5.9pp | 28.67%+2.8pp | 40.90%-9.5pp |
| Employer contribution / active EE | $291 | $1,779-83.6% | $2,517-88.4% | $2,631-88.9% |
| Participant deferral / active EE | $1,159 | $3,179-63.5% | $4,155-72.1% | $4,212-72.5% |
| Admin fee / account holder | $486 | $5,467-91.1% | $7,231-93.3% | $7,344-93.4% |