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 9-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 | $13,769 | $190,805-92.8% | $159,960-91.4% | $134,475-89.8% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -22.15% | 552.23%-574.4pp | 408.60%-430.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $516 | $4,995-89.7% | $4,226-87.8% | $4,740-89.1% |
| Participant deferral / active EE | $7,325 | $6,923+5.8% | $6,182+18.5% | $6,400+14.5% |
| Admin fee / account holder | $4,114 | $10,471-60.7% | $8,698-52.7% | $11,426-64.0% |