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 | $10,084 | $89,753-88.8% | $107,525-90.6% | $84,808-88.1% |
| Participation rate | 98.2% | 68.1%+30.1pp | 75.1%+23.1pp | 68.3%+29.9pp |
| Annual return | 20.06% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $327 | $3,113-89.5% | $3,754-91.3% | $2,631-87.6% |
| Participant deferral / active EE | $3,006 | $4,056-25.9% | $5,116-41.2% | $4,212-28.6% |
| Admin fee / account holder | $449 | $7,222-93.8% | $8,919-95.0% | $7,344-93.9% |