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 5-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 | $6,639 | $47,479-86.0% | $62,929-89.4% | $82,448-91.9% |
| Participation rate | 84.0% | 66.9%+17.1pp | 73.1%+10.8pp | 68.1%+15.9pp |
| Annual return | 19.31% | 20.34%-1.0pp | 1063.93%-1044.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,965 | $2,870-31.6% | $3,888-49.5% | $4,139-52.5% |
| Admin fee / account holder | $537 | $3,804-85.9% | $5,065-89.4% | $7,234-92.6% |