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 10-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 | $27,299 | $110,094-75.2% | $151,611-82.0% | $68,494-60.1% |
| Participation rate | 75.9% | 84.0%-8.1pp | 87.5%-11.6pp | 67.9%+8.0pp |
| Annual return | -15.48% | -10.12%-5.4pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,180 | $4,471-73.6% | $6,166-80.9% | $2,596-54.6% |
| Participant deferral / active EE | $4,293 | $6,527-34.2% | $8,363-48.7% | $4,027+6.6% |
| Admin fee / account holder | $318 | $7,719-95.9% | $11,616-97.3% | $5,403-94.1% |