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 | $7,366 | $95,803-92.3% | $113,168-93.5% | $84,808-91.3% |
| Participation rate | 78.9% | 72.9%+6.1pp | 76.6%+2.4pp | 68.3%+10.6pp |
| Annual return | 48.11% | 25.00%+23.1pp | 24.27%+23.8pp | 40.90%+7.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,904 | $4,242+15.6% | $5,107-4.0% | $4,212+16.4% |
| Admin fee / account holder | $1,393 | $8,989-84.5% | $12,068-88.5% | $7,344-81.0% |