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 | $78,926-75.3% | $136,749-85.7% | $84,808-77.0% |
| Participation rate | 77.8% | 62.2%+15.6pp | 72.1%+5.6pp | 68.3%+9.5pp |
| Annual return | 18.93% | 18.17%+0.8pp | 24.33%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,445 | $3,168+40.3% | $4,692-5.3% | $4,212+5.5% |
| Admin fee / account holder | $3,384 | $6,369-46.9% | $11,386-70.3% | $7,344-53.9% |