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 | $27,868 | $123,793-77.5% | $177,821-84.3% | $79,858-65.1% |
| Participation rate | 94.3% | 84.7%+9.6pp | 87.7%+6.6pp | 69.6%+24.7pp |
| Annual return | 13.07% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $578 | $4,095-85.9% | $5,918-90.2% | $2,471-76.6% |
| Participant deferral / active EE | $3,641 | $5,956-38.9% | $7,714-52.8% | $3,740-2.7% |
| Admin fee / account holder | $329 | $7,243-95.5% | $12,427-97.4% | $5,306-93.8% |