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 | $3,880 | $56,053-93.1% | $75,972-94.9% | $80,856-95.2% |
| Participation rate | 92.3% | 62.0%+30.3pp | 69.1%+23.3pp | 67.6%+24.7pp |
| Annual return | 12.55% | 20.53%-8.0pp | 359.55%-347.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,572 | $3,052-15.7% | $4,255-39.6% | $4,296-40.1% |
| Admin fee / account holder | $560 | $5,234-89.3% | $6,467-91.3% | $6,918-91.9% |