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 | $9,499 | $101,724-90.7% | $164,813-94.2% | $80,856-88.3% |
| Participation rate | 70.0% | 71.8%-1.8pp | 78.6%-8.6pp | 67.6%+2.4pp |
| Annual return | 14.95% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.6pp |
| Employer contribution / active EE | $764 | $2,953-74.1% | $4,341-82.4% | $2,755-72.3% |
| Participant deferral / active EE | $2,569 | $4,477-42.6% | $6,031-57.4% | $4,296-40.2% |
| Admin fee / account holder | $1,472 | $8,227-82.1% | $12,690-88.4% | $6,918-78.7% |