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 | $20,342 | $61,660-67.0% | $80,019-74.6% | $64,186-68.3% |
| Participation rate | 81.5% | 71.7%+9.8pp | 75.8%+5.7pp | 69.6%+12.0pp |
| Annual return | -7.28% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $202 | $1,810-88.9% | $2,468-91.8% | $2,381-91.5% |
| Participant deferral / active EE | $6,940 | $2,968+133.8% | $3,686+88.3% | $3,470+100.0% |
| Admin fee / account holder | $1,895 | $5,417-65.0% | $6,521-70.9% | $4,888-61.2% |