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 9-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 | $6,595 | $71,480-90.8% | $90,782-92.7% | $64,186-89.7% |
| Participation rate | 76.6% | 77.6%-0.9pp | 82.7%-6.0pp | 69.6%+7.1pp |
| Annual return | 0.62% | -4.25%+4.9pp | -3.42%+4.0pp | 7.63%-7.0pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,504 | $4,302+4.7% | $5,366-16.1% | $3,470+29.8% |
| Admin fee / account holder | $1,047 | $6,309-83.4% | $5,908-82.3% | $4,888-78.6% |