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 4-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 | $6,657 | $117,841-94.4% | $102,423-93.5% | $145,922-95.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $470 | $3,615-87.0% | $3,023-84.5% | $4,660-89.9% |
| Participant deferral / active EE | $3,076 | $5,731-46.3% | $5,053-39.1% | $6,688-54.0% |
| Admin fee / account holder | $1,624 | $13,326-87.8% | $9,451-82.8% | $13,397-87.9% |