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 4-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 | $13,570 | $148,978-90.9% | $200,582-93.2% | $84,808-84.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.75% | 28.16%-6.4pp | 42.33%-20.6pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,361 | $4,815-71.7% | $6,419-78.8% | $2,631-48.3% |
| Participant deferral / active EE | $3,460 | $7,142-51.6% | $9,331-62.9% | $4,212-17.8% |
| Admin fee / account holder | $454 | $13,977-96.8% | $16,305-97.2% | $7,344-93.8% |