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 | $17,753 | $90,745-80.4% | $130,231-86.4% | $75,163-76.4% |
| Participation rate | 75.0% | 71.1%+3.9pp | 76.3%-1.3pp | 67.2%+7.8pp |
| Annual return | 14.41% | 34.45%-20.0pp | 38.77%-24.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $331 | $3,314-90.0% | $4,126-92.0% | $2,670-87.6% |
| Participant deferral / active EE | $2,118 | $5,362-60.5% | $6,799-68.9% | $4,125-48.7% |
| Admin fee / account holder | $371 | $6,331-94.1% | $6,020-93.8% | $5,651-93.4% |