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 8-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 | $15,036 | $91,538-83.6% | $129,995-88.4% | $75,163-80.0% |
| Participation rate | 92.5% | 71.4%+21.1pp | 78.5%+14.0pp | 67.2%+25.3pp |
| Annual return | 21.99% | -631.11%+653.1pp | -137.18%+159.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,033 | $4,341+39.0% | $5,820+3.7% | $4,125+46.2% |
| Admin fee / account holder | $641 | $6,790-90.6% | $10,614-94.0% | $5,651-88.7% |