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 | $6,026 | $81,233-92.6% | $155,567-96.1% | $80,874-92.5% |
| Participation rate | 86.4% | 66.2%+20.1pp | 78.2%+8.2pp | 67.6%+18.7pp |
| Annual return | 18.97% | 33.33%-14.4pp | 64.74%-45.8pp | 35.62%-16.7pp |
| Employer contribution / active EE | $89 | $3,101-97.1% | $4,674-98.1% | $2,756-96.8% |
| Participant deferral / active EE | $3,900 | $3,452+13.0% | $5,628-30.7% | $4,297-9.2% |
| Admin fee / account holder | $578 | $7,998-92.8% | $15,916-96.4% | $6,935-91.7% |