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 10-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 | $10,295 | $64,707-84.1% | $112,228-90.8% | $68,494-85.0% |
| Participation rate | 92.6% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.8pp |
| Annual return | -17.60% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $610 | $2,746-77.8% | $3,635-83.2% | $2,596-76.5% |
| Participant deferral / active EE | $2,020 | $3,565-43.3% | $4,728-57.3% | $4,027-49.8% |
| Admin fee / account holder | $388 | $5,232-92.6% | $6,410-93.9% | $5,403-92.8% |