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 | $7,200 | $76,000-90.5% | $154,107-95.3% | $64,186-88.8% |
| Participation rate | 70.5% | 70.4%0pp | 83.0%-12.6pp | 69.6%+0.9pp |
| Annual return | -8.05% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $5 | $3,351-99.9% | $5,298-99.9% | $2,381-99.8% |
| Participant deferral / active EE | $1,609 | $3,175-49.3% | $5,081-68.3% | $3,470-53.6% |
| Admin fee / account holder | $443 | $5,596-92.1% | $13,411-96.7% | $4,888-90.9% |