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 8-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 | $6,632 | $73,004-90.9% | $90,749-92.7% | $68,494-90.3% |
| Participation rate | 78.3% | 70.8%+7.4pp | 75.7%+2.6pp | 67.9%+10.4pp |
| Annual return | -19.35% | -13.81%-5.5pp | -12.16%-7.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,289 | $3,627-36.9% | $4,564-49.8% | $4,027-43.2% |
| Admin fee / account holder | $535 | $5,896-90.9% | $8,445-93.7% | $5,403-90.1% |