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 | $22,791 | $167,484-86.4% | $151,611-85.0% | $134,475-83.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.29% | 7.80%-29.1pp | 3.33%-24.6pp | 417.96%-439.3pp |
| Employer contribution / active EE | $930 | $6,829-86.4% | $6,166-84.9% | $4,740-80.4% |
| Participant deferral / active EE | $5,352 | $8,986-40.4% | $8,363-36.0% | $6,400-16.4% |
| Admin fee / account holder | $345 | $13,783-97.5% | $11,616-97.0% | $11,426-97.0% |