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 | $9,074 | $76,367-88.1% | $93,606-90.3% | $72,985-87.6% |
| Participation rate | 89.5% | 71.7%+17.7pp | 75.8%+13.6pp | 69.5%+20.0pp |
| Annual return | 23.86% | 25.82%-2.0pp | 32.76%-8.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,069 | $3,538-41.5% | $4,069-49.1% | $3,607-42.6% |
| Admin fee / account holder | $1,928 | $6,838-71.8% | $7,888-75.6% | $5,124-62.4% |