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 8-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 | $11,788 | $77,896-84.9% | $134,172-91.2% | $82,448-85.7% |
| Participation rate | 70.6% | 62.8%+7.8pp | 72.5%-1.9pp | 68.1%+2.5pp |
| Annual return | 17.57% | 18.21%-0.6pp | 25.30%-7.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,929 | $3,162-7.4% | $4,690-37.5% | $4,139-29.2% |
| Admin fee / account holder | $341 | $6,336-94.6% | $12,016-97.2% | $7,234-95.3% |