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 5-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 | $2,999 | $57,016-94.7% | $84,966-96.5% | $80,856-96.3% |
| Participation rate | 80.0% | 56.3%+23.7pp | 67.5%+12.5pp | 67.6%+12.4pp |
| Annual return | 6.03% | 21.66%-15.6pp | 66.38%-60.4pp | 35.59%-29.6pp |
| Employer contribution / active EE | $40 | $1,798-97.8% | $2,727-98.5% | $2,755-98.6% |
| Participant deferral / active EE | $1,862 | $3,110-40.1% | $4,519-58.8% | $4,296-56.7% |
| Admin fee / account holder | $646 | $4,980-87.0% | $6,149-89.5% | $6,918-90.7% |