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 | $4,688 | $66,402-92.9% | $109,895-95.7% | $85,850-94.5% |
| Participation rate | 92.7% | 63.9%+28.8pp | 74.2%+18.5pp | 69.3%+23.4pp |
| Annual return | 11.93% | 19.59%-7.7pp | 29.45%-17.5pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,177 | $2,842-23.4% | $4,048-46.2% | $3,952-44.9% |
| Admin fee / account holder | $385 | $4,557-91.6% | $6,066-93.7% | $6,260-93.9% |