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 | $87,135-78.0% | $206,214-90.7% | $116,875-83.6% |
| Participation rate | 76.0% | 76.8%-0.8pp | 82.4%-6.4pp | 74.5%+1.5pp |
| Annual return | 9.23% | 22.51%-13.3pp | -1.60%+10.8pp | 16.29%-7.1pp |
| Employer contribution / active EE | $317 | $3,046-89.6% | $5,967-94.7% | $3,288-90.4% |
| Participant deferral / active EE | $1,632 | $3,898-58.1% | $4,649-64.9% | $3,885-58.0% |
| Admin fee / account holder | $10,834 | $8,630+25.5% | $13,671-20.8% | $12,263-11.6% |