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 | $34,055 | $138,347-75.4% | $184,203-81.5% | $80,856-57.9% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.6%+16.4pp |
| Annual return | 18.84% | 20.02%-1.2pp | 28.81%-10.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $486 | $4,850-90.0% | $6,427-92.4% | $2,755-82.3% |
| Participant deferral / active EE | $5,603 | $7,071-20.8% | $9,131-38.6% | $4,296+30.4% |
| Admin fee / account holder | $1,071 | $10,483-89.8% | $13,901-92.3% | $6,918-84.5% |