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 | $5,268 | $57,541-90.8% | $95,745-94.5% | $75,163-93.0% |
| Participation rate | 96.3% | 62.5%+33.8pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 10.57% | 34.93%-24.4pp | 28.35%-17.8pp | 160.62%-150.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,215 | $3,074-27.9% | $4,245-47.8% | $4,125-46.3% |
| Admin fee / account holder | $1,124 | $4,099-72.6% | $5,678-80.2% | $5,651-80.1% |