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 5-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 | $26,085 | $138,347-81.1% | $184,203-85.8% | $80,856-67.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 86.8%+3.2pp | 67.6%+22.4pp |
| Annual return | 17.28% | 20.02%-2.7pp | 28.81%-11.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,568 | $7,071+49.5% | $9,131+15.7% | $4,296+146.0% |
| Admin fee / account holder | $2,315 | $10,483-77.9% | $13,901-83.3% | $6,918-66.5% |