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 | $15,534 | $83,477-81.4% | $125,175-87.6% | $72,985-78.7% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.5%+21.9pp |
| Annual return | 18.55% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $400 | $2,345-82.9% | $3,865-89.7% | $2,440-83.6% |
| Participant deferral / active EE | $2,385 | $3,585-33.5% | $4,937-51.7% | $3,607-33.9% |
| Admin fee / account holder | $1,718 | $5,517-68.9% | $9,702-82.3% | $5,124-66.5% |