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 3-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 | $11,065 | $109,881-89.9% | $150,045-92.6% | $84,808-87.0% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 22.32% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,397 | $6,636-3.6% | $7,997-20.0% | $4,212+51.9% |
| Admin fee / account holder | $1,118 | $8,568-87.0% | $13,435-91.7% | $7,344-84.8% |