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 6-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 | $7,742 | $74,927-89.7% | $101,794-92.4% | $84,808-90.9% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.2%+2.2pp | 68.3%+3.1pp |
| Annual return | 23.51% | 18.70%+4.8pp | 30.53%-7.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $268 | $1,522-82.4% | $2,289-88.3% | $2,631-89.8% |
| Participant deferral / active EE | $2,428 | $3,099-21.7% | $4,084-40.5% | $4,212-42.3% |
| Admin fee / account holder | $1,261 | $6,514-80.6% | $8,777-85.6% | $7,344-82.8% |