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 | $26,461 | $148,978-82.2% | $200,582-86.8% | $84,808-68.8% |
| Participation rate | 95.2% | 84.2%+11.0pp | 86.9%+8.4pp | 68.3%+26.9pp |
| Annual return | 13.19% | 28.16%-15.0pp | 42.33%-29.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,123 | $4,815-76.7% | $6,419-82.5% | $2,631-57.3% |
| Participant deferral / active EE | $4,031 | $7,142-43.6% | $9,331-56.8% | $4,212-4.3% |
| Admin fee / account holder | $6,794 | $13,977-51.4% | $16,305-58.3% | $7,344-7.5% |