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 | $4,275 | $65,365-93.5% | $92,893-95.4% | $72,985-94.1% |
| Participation rate | 90.3% | 68.3%+22.0pp | 76.0%+14.3pp | 69.5%+20.8pp |
| Annual return | 23.86% | 42.10%-18.2pp | 109.41%-85.6pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,545 | $3,128-18.7% | $4,236-39.9% | $3,607-29.5% |
| Admin fee / account holder | $506 | $4,251-88.1% | $5,794-91.3% | $5,124-90.1% |