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 | $19,519 | $77,896-74.9% | $134,172-85.5% | $82,448-76.3% |
| Participation rate | 77.8% | 62.8%+15.0pp | 72.5%+5.3pp | 68.1%+9.7pp |
| Annual return | 18.93% | 18.21%+0.7pp | 25.30%-6.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,445 | $3,162+40.6% | $4,690-5.2% | $4,139+7.4% |
| Admin fee / account holder | $3,384 | $6,336-46.6% | $12,016-71.8% | $7,234-53.2% |