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 | $12,944 | $88,634-85.4% | $101,326-87.2% | $74,304-82.6% |
| Participation rate | 73.3% | 76.9%-3.5pp | 81.5%-8.2pp | 60.3%+13.0pp |
| Annual return | 32.25% | 33.10%-0.8pp | 36.82%-4.6pp | 29.43%+2.8pp |
| Employer contribution / active EE | $611 | $2,930-79.2% | $3,665-83.3% | $2,241-72.7% |
| Participant deferral / active EE | $3,694 | $7,322-49.5% | $7,994-53.8% | $3,767-1.9% |
| Admin fee / account holder | $586 | $2,425-75.8% | $11,185-94.8% | $2,969-80.3% |