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 | $1,902 | $88,581-97.9% | $145,661-98.7% | $74,304-97.4% |
| Participation rate | 86.4% | 64.9%+21.5pp | 77.2%+9.2pp | 60.3%+26.1pp |
| Annual return | 18.06% | 34.30%-16.2pp | 101.46%-83.4pp | 29.43%-11.4pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $4,238-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,458 | $4,151-64.9% | $7,198-79.7% | $3,767-61.3% |
| Admin fee / account holder | $635 | $2,953-78.5% | $12,466-94.9% | $2,969-78.6% |