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 7-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 | $10,741 | $81,900-86.9% | $119,609-91.0% | $68,494-84.3% |
| Participation rate | 94.9% | 71.9%+23.0pp | 79.3%+15.7pp | 67.9%+27.0pp |
| Annual return | -23.53% | -23.82%+0.3pp | -14.97%-8.6pp | -7.84%-15.7pp |
| Employer contribution / active EE | $443 | $2,693-83.6% | $4,232-89.5% | $2,596-82.9% |
| Participant deferral / active EE | $5,046 | $4,148+21.7% | $5,602-9.9% | $4,027+25.3% |
| Admin fee / account holder | $1,360 | $6,582-79.3% | $10,323-86.8% | $5,403-74.8% |