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 | $4,334 | $60,892-92.9% | $82,389-94.7% | $84,808-94.9% |
| Participation rate | 88.9% | 63.3%+25.6pp | 69.5%+19.3pp | 68.3%+20.6pp |
| Annual return | 14.40% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $321 | $1,779-82.0% | $2,517-87.3% | $2,631-87.8% |
| Participant deferral / active EE | $1,507 | $3,179-52.6% | $4,155-63.7% | $4,212-64.2% |
| Admin fee / account holder | $1,266 | $5,467-76.8% | $7,231-82.5% | $7,344-82.8% |