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 | $13,882 | $215,361-93.6% | $171,082-91.9% | $273,961-94.9% |
| Participation rate | 73.7% | 82.0%-8.3pp | 76.7%-3.0pp | 83.0%-9.3pp |
| Annual return | 6.32% | 25.14%-18.8pp | 32.56%-26.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $173 | $4,967-96.5% | $4,002-95.7% | $4,869-96.5% |
| Participant deferral / active EE | $1,534 | $5,543-72.3% | $4,797-68.0% | $5,287-71.0% |
| Admin fee / account holder | $818 | $10,846-92.5% | $8,520-90.4% | $10,132-91.9% |