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 | $22,767 | $209,336-89.1% | $197,124-88.5% | $137,256-83.4% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 23.70% | 48.09%-24.4pp | 44.34%-20.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,030 | $6,591-84.4% | $6,227-83.5% | $4,156-75.2% |
| Participant deferral / active EE | $3,203 | $9,614-66.7% | $9,135-64.9% | $6,407-50.0% |
| Admin fee / account holder | $928 | $17,308-94.6% | $16,298-94.3% | $12,270-92.4% |