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 10-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 | $20,763 | $67,411-69.2% | $91,001-77.2% | $70,131-70.4% |
| Participation rate | 95.1% | 71.4%+23.7pp | 75.6%+19.5pp | 69.5%+25.5pp |
| Annual return | 19.32% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,468 | $2,823+22.9% | $3,547-2.2% | $3,332+4.1% |
| Admin fee / account holder | $489 | $4,236-88.5% | $5,417-91.0% | $4,645-89.5% |