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 | $6,705 | $77,314-91.3% | $177,989-96.2% | $80,856-91.7% |
| Participation rate | 90.3% | 65.7%+24.6pp | 77.1%+13.2pp | 67.6%+22.7pp |
| Annual return | 13.16% | 18.09%-4.9pp | 294.48%-281.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,543 | $4,411-42.4% | $6,276-59.5% | $4,296-40.8% |
| Admin fee / account holder | $680 | $7,191-90.5% | $10,363-93.4% | $6,918-90.2% |