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 8-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 | $15,216 | $77,503-80.4% | $100,391-84.8% | $80,856-81.2% |
| Participation rate | 88.0% | 76.9%+11.1pp | 81.5%+6.5pp | 67.6%+20.4pp |
| Annual return | 15.25% | 37.20%-21.9pp | 49.20%-34.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,276 | $6,820-37.3% | $8,082-47.1% | $4,296-0.4% |
| Admin fee / account holder | $3,453 | $5,897-41.4% | $7,899-56.3% | $6,918-50.1% |