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 | $16,052 | $67,606-76.3% | $82,313-80.5% | $70,131-77.1% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 19.52% | 21.57%-2.0pp | 25.88%-6.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $286 | $1,755-83.7% | $2,428-88.2% | $2,342-87.8% |
| Participant deferral / active EE | $2,000 | $2,987-33.1% | $3,706-46.0% | $3,332-40.0% |
| Admin fee / account holder | $429 | $4,512-90.5% | $5,608-92.3% | $4,645-90.8% |