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 4-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 | $3,826 | $68,346-94.4% | $94,646-96.0% | $75,163-94.9% |
| Participation rate | 78.6% | 76.1%+2.5pp | 80.8%-2.3pp | 67.2%+11.4pp |
| Annual return | 20.18% | 616.93%-596.7pp | 156.71%-136.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,509 | $6,537-46.3% | $7,418-52.7% | $4,125-14.9% |
| Admin fee / account holder | $2,418 | $5,326-54.6% | $7,231-66.6% | $5,651-57.2% |