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 8-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 | $18,661 | $73,933-74.8% | $96,683-80.7% | $75,163-75.2% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 20.43% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $577 | $2,928-80.3% | $3,737-84.6% | $2,670-78.4% |
| Participant deferral / active EE | $3,694 | $3,659+1.0% | $4,878-24.3% | $4,125-10.5% |
| Admin fee / account holder | $1,315 | $5,216-74.8% | $6,730-80.5% | $5,651-76.7% |