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 | $3,347 | $63,703-94.7% | $93,063-96.4% | $82,448-95.9% |
| Participation rate | 88.0% | 63.8%+24.2pp | 72.1%+15.9pp | 68.1%+19.9pp |
| Annual return | 19.51% | -775.43%+794.9pp | 34.15%-14.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,403 | $2,919-51.9% | $3,958-64.6% | $4,139-66.1% |
| Admin fee / account holder | $392 | $5,982-93.4% | $6,033-93.5% | $7,234-94.6% |