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 3-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 | $4,471 | $127,065-96.5% | $113,168-96.0% | $142,382-96.9% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 30.75% | 24.03%+6.7pp | 24.27%+6.5pp | 217.08%-186.3pp |
| Employer contribution / active EE | $14 | $3,442-99.6% | $2,975-99.5% | $4,299-99.7% |
| Participant deferral / active EE | $2,560 | $5,716-55.2% | $5,107-49.9% | $6,507-60.7% |
| Admin fee / account holder | $321 | $15,736-98.0% | $12,068-97.3% | $12,624-97.5% |