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 | $79,155 | $297,529-73.4% | $246,525-67.9% | $357,791-77.9% |
| Participation rate | 89.5% | 86.5%+2.9pp | 82.0%+7.5pp | 85.6%+3.9pp |
| Annual return | 14.57% | -2.25%+16.8pp | 0.46%+14.1pp | 396.79%-382.2pp |
| Employer contribution / active EE | $1,642 | $8,709-81.1% | $7,467-78.0% | $7,508-78.1% |
| Participant deferral / active EE | $8,279 | $6,076+36.3% | $5,422+52.7% | $5,521+50.0% |
| Admin fee / account holder | $6,701 | $16,212-58.7% | $16,551-59.5% | $28,387-76.4% |