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 6-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 | $3,501 | $64,480-94.6% | $81,382-95.7% | $80,856-95.7% |
| Participation rate | 82.9% | 63.9%+19.0pp | 69.5%+13.4pp | 67.6%+15.2pp |
| Annual return | 13.29% | 16.34%-3.1pp | 24.73%-11.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,740 | $3,094-43.7% | $3,883-55.2% | $4,296-59.5% |
| Admin fee / account holder | $770 | $5,671-86.4% | $5,768-86.6% | $6,918-88.9% |