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 | $76,407-93.0% | $150,298-96.5% | $82,448-93.5% |
| Participation rate | 88.3% | 66.4%+21.9pp | 77.8%+10.6pp | 68.1%+20.3pp |
| Annual return | 24.54% | 39.99%-15.5pp | 62.79%-38.2pp | 41.64%-17.1pp |
| Employer contribution / active EE | $191 | $2,614-92.7% | $4,154-95.4% | $2,551-92.5% |
| Participant deferral / active EE | $2,419 | $3,214-24.7% | $5,453-55.6% | $4,139-41.6% |
| Admin fee / account holder | $349 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |