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 | $7,807 | $80,968-90.4% | $96,544-91.9% | $75,163-89.6% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | 22.33% | 27.06%-4.7pp | 25.84%-3.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,548 | $3,928+41.2% | $4,851+14.4% | $4,125+34.5% |
| Admin fee / account holder | $956 | $6,724-85.8% | $8,252-88.4% | $5,651-83.1% |