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 | $48,795-86.4% | $65,493-89.9% | $84,808-92.2% |
| Participation rate | 84.0% | 67.0%+17.0pp | 73.1%+10.9pp | 68.3%+15.6pp |
| Annual return | 19.31% | 20.20%-0.9pp | 982.45%-963.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,965 | $2,928-32.9% | $3,961-50.4% | $4,212-53.3% |
| Admin fee / account holder | $537 | $3,877-86.1% | $5,028-89.3% | $7,344-92.7% |