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 | $11,768 | $87,013-86.5% | $106,213-88.9% | $80,856-85.4% |
| Participation rate | 97.0% | 70.4%+26.5pp | 75.3%+21.7pp | 67.6%+29.3pp |
| Annual return | 7.82% | 17.05%-9.2pp | 116.14%-108.3pp | 35.59%-27.8pp |
| Employer contribution / active EE | $363 | $2,395-84.8% | $3,171-88.5% | $2,755-86.8% |
| Participant deferral / active EE | $2,503 | $3,986-37.2% | $5,016-50.1% | $4,296-41.7% |
| Admin fee / account holder | $1,681 | $8,431-80.1% | $11,033-84.8% | $6,918-75.7% |