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 | $11,750 | $70,669-83.4% | $169,368-93.1% | $75,163-84.4% |
| Participation rate | 88.9% | 64.8%+24.1pp | 77.1%+11.7pp | 67.2%+21.7pp |
| Annual return | 38.12% | 36.36%+1.8pp | 405.60%-367.5pp | 160.62%-122.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,808 | $4,311+57.9% | $6,221+9.4% | $4,125+65.0% |
| Admin fee / account holder | $1,902 | $5,402-64.8% | $9,003-78.9% | $5,651-66.3% |