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 | $1,645 | $20,316-91.9% | $66,042-97.5% | $74,304-97.8% |
| Participation rate | 76.2% | 62.8%+13.4pp | 67.5%+8.7pp | 60.3%+15.8pp |
| Annual return | 24.14% | 28.10%-4.0pp | 52.11%-28.0pp | 29.43%-5.3pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $954 | $1,615-40.9% | $2,835-66.4% | $3,767-74.7% |
| Admin fee / account holder | $524 | $1,668-68.6% | $5,747-90.9% | $2,969-82.4% |