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 | $19,950 | $109,359-81.8% | $162,163-87.7% | $72,985-72.7% |
| Participation rate | 93.6% | 84.3%+9.4pp | 87.6%+6.1pp | 69.5%+24.1pp |
| Annual return | 24.26% | 25.46%-1.2pp | 115.59%-91.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $534 | $3,907-86.3% | $5,614-90.5% | $2,440-78.1% |
| Participant deferral / active EE | $2,808 | $5,481-48.8% | $7,298-61.5% | $3,607-22.2% |
| Admin fee / account holder | $798 | $7,972-90.0% | $10,843-92.6% | $5,124-84.4% |