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 | $18,213 | $148,978-87.8% | $200,582-90.9% | $84,808-78.5% |
| Participation rate | 79.2% | 84.2%-5.1pp | 86.9%-7.7pp | 68.3%+10.9pp |
| Annual return | 21.52% | 28.16%-6.6pp | 42.33%-20.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,575 | $4,815-67.3% | $6,419-75.5% | $2,631-40.1% |
| Participant deferral / active EE | $3,871 | $7,142-45.8% | $9,331-58.5% | $4,212-8.1% |
| Admin fee / account holder | $377 | $13,977-97.3% | $16,305-97.7% | $7,344-94.9% |