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 6-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 | $11,313 | $123,793-90.9% | $177,821-93.6% | $79,858-85.8% |
| Participation rate | 95.2% | 84.7%+10.6pp | 87.7%+7.5pp | 69.6%+25.6pp |
| Annual return | 31.73% | 22.82%+8.9pp | 48.32%-16.6pp | 31.71%0pp |
| Employer contribution / active EE | $787 | $4,095-80.8% | $5,918-86.7% | $2,471-68.2% |
| Participant deferral / active EE | $4,413 | $5,956-25.9% | $7,714-42.8% | $3,740+18.0% |
| Admin fee / account holder | $530 | $7,243-92.7% | $12,427-95.7% | $5,306-90.0% |