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 4-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 | $8,114 | $178,174-95.4% | $156,181-94.8% | $137,256-94.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | -3.53% | 84.19%-87.7pp | 64.87%-68.4pp | 220.34%-223.9pp |
| Employer contribution / active EE | $579 | $4,972-88.4% | $4,294-86.5% | $4,156-86.1% |
| Participant deferral / active EE | $2,068 | $6,888-70.0% | $6,132-66.3% | $6,407-67.7% |
| Admin fee / account holder | $2,991 | $17,404-82.8% | $14,586-79.5% | $12,270-75.6% |