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 | $17,914 | $81,900-78.1% | $119,609-85.0% | $68,494-73.8% |
| Participation rate | 78.8% | 71.9%+7.0pp | 79.3%-0.4pp | 67.9%+11.0pp |
| Annual return | -17.74% | -23.82%+6.1pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $519 | $2,693-80.7% | $4,232-87.7% | $2,596-80.0% |
| Participant deferral / active EE | $4,544 | $4,148+9.6% | $5,602-18.9% | $4,027+12.8% |
| Admin fee / account holder | $612 | $6,582-90.7% | $10,323-94.1% | $5,403-88.7% |