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 | $16,808 | $72,277-76.7% | $101,248-83.4% | $79,858-79.0% |
| Participation rate | 89.5% | 68.5%+21.1pp | 75.8%+13.7pp | 69.6%+19.9pp |
| Annual return | 14.82% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $595 | $2,692-77.9% | $3,660-83.7% | $2,471-75.9% |
| Participant deferral / active EE | $2,023 | $3,282-38.3% | $4,370-53.7% | $3,740-45.9% |
| Admin fee / account holder | $1,126 | $4,400-74.4% | $5,945-81.1% | $5,306-78.8% |