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 3-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 | $18,307 | $58,828-68.9% | $77,999-76.5% | $62,891-70.9% |
| Participation rate | 78.6% | 71.1%+7.5pp | 75.5%+3.0pp | 69.3%+9.3pp |
| Annual return | 4.94% | 17.16%-12.2pp | 425.96%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $239 | $1,672-85.7% | $2,470-90.3% | $2,281-89.5% |
| Participant deferral / active EE | $2,419 | $2,686-9.9% | $3,497-30.8% | $3,203-24.5% |
| Admin fee / account holder | $560 | $4,393-87.3% | $5,480-89.8% | $4,296-87.0% |