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 | $9,199 | $79,944-88.5% | $98,439-90.7% | $75,163-87.8% |
| Participation rate | 93.8% | 70.4%+23.4pp | 75.2%+18.6pp | 67.2%+26.6pp |
| Annual return | 15.41% | 19.75%-4.3pp | 21.16%-5.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $200 | $2,264-91.2% | $3,048-93.4% | $2,670-92.5% |
| Participant deferral / active EE | $2,694 | $3,752-28.2% | $4,738-43.1% | $4,125-34.7% |
| Admin fee / account holder | $583 | $6,840-91.5% | $8,948-93.5% | $5,651-89.7% |