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 6-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 | $7,712 | $71,883-89.3% | $86,677-91.1% | $68,494-88.7% |
| Participation rate | 91.5% | 72.2%+19.3pp | 76.6%+14.9pp | 67.9%+23.6pp |
| Annual return | 55.92% | 3.52%+52.4pp | 35.91%+20.0pp | -7.84%+63.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,523 | $3,779-6.8% | $4,656-24.3% | $4,027-12.5% |
| Admin fee / account holder | $976 | $6,112-84.0% | $7,493-87.0% | $5,403-81.9% |