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 4-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 | $4,476 | $106,515-95.8% | $96,683-95.4% | $139,434-96.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | -6.02% | 38.43%-44.4pp | 35.69%-41.7pp | 372.94%-379.0pp |
| Employer contribution / active EE | $653 | $4,103-84.1% | $3,737-82.5% | $4,751-86.3% |
| Participant deferral / active EE | $1,575 | $5,454-71.1% | $4,878-67.7% | $6,710-76.5% |
| Admin fee / account holder | $593 | $7,877-92.5% | $6,730-91.2% | $11,403-94.8% |