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 | $18,952 | $148,978-87.3% | $200,582-90.6% | $84,808-77.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 16.42% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $702 | $4,815-85.4% | $6,419-89.1% | $2,631-73.3% |
| Participant deferral / active EE | $5,321 | $7,142-25.5% | $9,331-43.0% | $4,212+26.4% |
| Admin fee / account holder | $516 | $13,977-96.3% | $16,305-96.8% | $7,344-93.0% |