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 | $15,886 | $92,222-82.8% | $76,768-79.3% | $135,375-88.3% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -11.94% | 5.46%-17.4pp | 2.43%-14.4pp | 519.73%-531.7pp |
| Employer contribution / active EE | $296 | $3,216-90.8% | $2,485-88.1% | $4,779-93.8% |
| Participant deferral / active EE | $1,596 | $4,509-64.6% | $3,852-58.6% | $5,609-71.6% |
| Admin fee / account holder | $378 | $10,748-96.5% | $6,675-94.3% | $10,827-96.5% |