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 | $4,670 | $56,485-91.7% | $185,823-97.5% | $86,799-94.6% |
| Participation rate | 73.0% | 65.5%+7.5pp | 81.7%-8.7pp | 72.3%+0.7pp |
| Annual return | 20.29% | 118.04%-97.7pp | 122.05%-101.8pp | 97.91%-77.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,615 | $2,553-36.8% | $5,568-71.0% | $4,131-60.9% |
| Admin fee / account holder | $324 | $150+116.9% | $16,237-98.0% | $170+91.3% |