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 4-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 | $5,614 | $81,248-93.1% | $155,509-96.4% | $80,856-93.1% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 26.81% | 33.31%-6.5pp | 64.67%-37.9pp | 35.59%-8.8pp |
| Employer contribution / active EE | $356 | $3,100-88.5% | $4,672-92.4% | $2,755-87.1% |
| Participant deferral / active EE | $2,262 | $3,452-34.5% | $5,626-59.8% | $4,296-47.4% |
| Admin fee / account holder | $1,047 | $7,997-86.9% | $15,912-93.4% | $6,918-84.9% |