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 | $3,038 | $78,926-96.2% | $136,749-97.8% | $84,808-96.4% |
| Participation rate | 72.2% | 62.2%+10.0pp | 72.1%+0.1pp | 68.3%+3.9pp |
| Annual return | 64.32% | 18.17%+46.1pp | 24.33%+40.0pp | 40.90%+23.4pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,798 | $3,168-43.2% | $4,692-61.7% | $4,212-57.3% |
| Admin fee / account holder | $343 | $6,369-94.6% | $11,386-97.0% | $7,344-95.3% |