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 | $19,142 | $87,846-78.2% | $220,144-91.3% | $116,462-83.6% |
| Participation rate | 76.0% | 73.5%+2.5pp | 84.8%-8.8pp | 74.7%+1.3pp |
| Annual return | 9.23% | 16.64%-7.4pp | -0.63%+9.9pp | 15.65%-6.4pp |
| Employer contribution / active EE | $317 | $2,972-89.3% | $6,623-95.2% | $3,231-90.2% |
| Participant deferral / active EE | $1,632 | $4,087-60.1% | $4,718-65.4% | $3,836-57.4% |
| Admin fee / account holder | $10,834 | $6,782+59.7% | $15,617-30.6% | $12,754-15.1% |