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 | $4,372 | $58,208-92.5% | $81,812-94.7% | $80,856-94.6% |
| Participation rate | 77.2% | 63.4%+13.8pp | 72.3%+4.8pp | 67.6%+9.6pp |
| Annual return | 19.76% | 41.66%-21.9pp | 773.79%-754.0pp | 35.59%-15.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,865 | $3,281-43.1% | $4,319-56.8% | $4,296-56.6% |
| Admin fee / account holder | $1,643 | $4,981-67.0% | $7,386-77.7% | $6,918-76.2% |