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 8-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 | $4,090 | $60,022-93.2% | $88,946-95.4% | $84,808-95.2% |
| Participation rate | 79.2% | 57.8%+21.4pp | 68.8%+10.4pp | 68.3%+10.9pp |
| Annual return | 14.86% | 22.43%-7.6pp | 57.82%-43.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,241 | $3,114-60.1% | $4,581-72.9% | $4,212-70.5% |
| Admin fee / account holder | $435 | $4,811-91.0% | $8,261-94.7% | $7,344-94.1% |