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 | $3,614 | $150,440-97.6% | $136,294-97.3% | $147,584-97.6% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 9.95% | 1049.08%-1039.1pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $570 | $5,256-89.2% | $4,695-87.9% | $4,876-88.3% |
| Participant deferral / active EE | $2,831 | $6,630-57.3% | $6,247-54.7% | $5,439-48.0% |
| Admin fee / account holder | $1,243 | $10,905-88.6% | $9,243-86.5% | $10,885-88.6% |