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 | $8,254 | $111,754-92.6% | $103,333-92.0% | $145,922-94.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 24.01% | 24.77%-0.8pp | 24.88%-0.9pp | 561.29%-537.3pp |
| Employer contribution / active EE | $849 | $4,212-79.9% | $3,868-78.1% | $4,660-81.8% |
| Participant deferral / active EE | $3,424 | $5,619-39.1% | $5,057-32.3% | $6,688-48.8% |
| Admin fee / account holder | $1,589 | $9,750-83.7% | $8,355-81.0% | $13,397-88.1% |