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 3-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 | $13,248 | $210,408-93.7% | $153,485-91.4% | $145,922-90.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 2.51% | 13.37%-10.9pp | 15.65%-13.1pp | 561.29%-558.8pp |
| Employer contribution / active EE | $1,114 | $6,048-81.6% | $5,039-77.9% | $4,660-76.1% |
| Participant deferral / active EE | $3,428 | $7,975-57.0% | $6,757-49.3% | $6,688-48.7% |
| Admin fee / account holder | $1,946 | $19,419-90.0% | $12,724-84.7% | $13,397-85.5% |