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 | $17,731 | $78,520-77.4% | $96,576-81.6% | $82,448-78.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | 23.37% | 41.30%-17.9pp | 38.47%-15.1pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,530 | $6,754+55.9% | $7,956+32.4% | $4,139+154.4% |
| Admin fee / account holder | $4,403 | $13,455-67.3% | $11,381-61.3% | $7,234-39.1% |