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 | $36,894 | $109,359-66.3% | $162,163-77.2% | $72,985-49.4% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 10.04% | 25.46%-15.4pp | 115.59%-105.5pp | 81.00%-71.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,031 | $5,481-44.7% | $7,298-58.5% | $3,607-16.0% |
| Admin fee / account holder | $594 | $7,972-92.6% | $10,843-94.5% | $5,124-88.4% |