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 | $7,994 | $67,894-88.2% | $89,340-91.1% | $82,448-90.3% |
| Participation rate | 98.0% | 64.0%+34.0pp | 69.6%+28.4pp | 68.1%+29.9pp |
| Annual return | 11.67% | 19.21%-7.5pp | 20.57%-8.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,877 | $3,072-38.9% | $3,823-50.9% | $4,139-54.7% |
| Admin fee / account holder | $752 | $5,723-86.9% | $6,704-88.8% | $7,234-89.6% |