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 8-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 | $10,248 | $106,749-90.4% | $145,433-93.0% | $82,448-87.6% |
| Participation rate | 85.0% | 75.6%+9.4pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 18.46% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $345 | $3,444-90.0% | $4,554-92.4% | $2,551-86.5% |
| Participant deferral / active EE | $2,545 | $6,519-61.0% | $7,897-67.8% | $4,139-38.5% |
| Admin fee / account holder | $508 | $8,390-93.9% | $13,129-96.1% | $7,234-93.0% |