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 | $30,595 | $95,803-68.1% | $113,168-73.0% | $84,808-63.9% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 52.89% | 25.00%+27.9pp | 24.27%+28.6pp | 40.90%+12.0pp |
| Employer contribution / active EE | $649 | $2,360-72.5% | $2,975-78.2% | $2,631-75.3% |
| Participant deferral / active EE | $4,169 | $4,242-1.7% | $5,107-18.4% | $4,212-1.0% |
| Admin fee / account holder | $485 | $8,989-94.6% | $12,068-96.0% | $7,344-93.4% |