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 | $13,314 | $62,672-78.8% | $185,117-92.8% | $70,131-81.0% |
| Participation rate | 90.0% | 63.8%+26.2pp | 77.3%+12.7pp | 69.5%+20.5pp |
| Annual return | 11.25% | 40.79%-29.5pp | 40.50%-29.2pp | 73.14%-61.9pp |
| Employer contribution / active EE | $196 | $1,753-88.8% | $4,182-95.3% | $2,342-91.6% |
| Participant deferral / active EE | $1,144 | $3,272-65.0% | $5,045-77.3% | $3,332-65.7% |
| Admin fee / account holder | $336 | $3,932-91.5% | $8,159-95.9% | $4,645-92.8% |