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 10-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 | $15,581 | $73,933-78.9% | $96,683-83.9% | $75,163-79.3% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.3%+17.1pp | 67.2%+24.3pp |
| Annual return | 14.31% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $454 | $2,928-84.5% | $3,737-87.8% | $2,670-83.0% |
| Participant deferral / active EE | $2,684 | $3,659-26.6% | $4,878-45.0% | $4,125-34.9% |
| Admin fee / account holder | $507 | $5,216-90.3% | $6,730-92.5% | $5,651-91.0% |