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 | $5,331 | $80,717-93.4% | $154,803-96.6% | $84,808-93.7% |
| Participation rate | 88.3% | 66.8%+21.5pp | 78.1%+10.3pp | 68.3%+20.0pp |
| Annual return | 24.54% | 37.96%-13.4pp | 58.88%-34.3pp | 40.90%-16.4pp |
| Employer contribution / active EE | $191 | $2,761-93.1% | $4,305-95.6% | $2,631-92.7% |
| Participant deferral / active EE | $2,419 | $3,303-26.8% | $5,540-56.3% | $4,212-42.6% |
| Admin fee / account holder | $349 | $6,746-94.8% | $14,329-97.6% | $7,344-95.2% |