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 5-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 | $6,738 | $59,107-88.6% | $86,436-92.2% | $68,494-90.2% |
| Participation rate | 92.7% | 75.2%+17.5pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | 1.69% | -0.23%+1.9pp | 4394.89%-4393.2pp | -7.84%+9.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,480 | $5,901-7.1% | $6,952-21.2% | $4,027+36.1% |
| Admin fee / account holder | $1,405 | $5,637-75.1% | $6,731-79.1% | $5,403-74.0% |