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 | $23,096 | $72,492-68.1% | $87,100-73.5% | $72,985-68.4% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 23.79% | 24.46%-0.7pp | 28.19%-4.4pp | 81.00%-57.2pp |
| Employer contribution / active EE | $438 | $1,894-76.9% | $2,521-82.6% | $2,440-82.0% |
| Participant deferral / active EE | $2,087 | $3,270-36.2% | $4,049-48.4% | $3,607-42.1% |
| Admin fee / account holder | $549 | $5,055-89.1% | $7,497-92.7% | $5,124-89.3% |