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 | $12,558 | $123,793-89.9% | $177,821-92.9% | $79,858-84.3% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 23.17% | 22.82%+0.4pp | 48.32%-25.1pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,054 | $4,095-74.3% | $5,918-82.2% | $2,471-57.4% |
| Participant deferral / active EE | $7,073 | $5,956+18.8% | $7,714-8.3% | $3,740+89.1% |
| Admin fee / account holder | $2,022 | $7,243-72.1% | $12,427-83.7% | $5,306-61.9% |