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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,163 | $86,286-68.5% | $111,297-75.6% | $85,850-68.4% |
| Participation rate | 79.7% | 73.3%+6.4pp | 77.3%+2.4pp | 69.3%+10.4pp |
| Annual return | 9.25% | 19.99%-10.7pp | 54.65%-45.4pp | 318.53%-309.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,547 | $3,641-30.0% | $4,487-43.2% | $3,952-35.6% |
| Admin fee / account holder | $1,428 | $8,188-82.6% | $7,964-82.1% | $6,260-77.2% |