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 | $4,581 | $72,012-93.6% | $185,823-97.5% | $79,858-94.3% |
| Participation rate | 78.0% | 65.8%+12.3pp | 78.0%0pp | 69.6%+8.4pp |
| Annual return | 16.64% | 23.12%-6.5pp | 35.95%-19.3pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,570 | $3,779-58.4% | $5,632-72.1% | $3,740-58.0% |
| Admin fee / account holder | $375 | $4,513-91.7% | $9,500-96.1% | $5,306-92.9% |