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 3-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 | $8,196 | $68,719-88.1% | $91,541-91.0% | $84,808-90.3% |
| Participation rate | 96.2% | 64.5%+31.6pp | 69.8%+26.4pp | 68.3%+27.8pp |
| Annual return | 4.79% | 19.12%-14.3pp | 20.50%-15.7pp | 40.90%-36.1pp |
| Employer contribution / active EE | $117 | $1,920-93.9% | $2,505-95.3% | $2,631-95.5% |
| Participant deferral / active EE | $2,975 | $3,136-5.1% | $4,008-25.8% | $4,212-29.4% |
| Admin fee / account holder | $3,955 | $5,786-31.6% | $6,956-43.1% | $7,344-46.1% |