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 6-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 | $11,920 | $138,044-91.4% | $125,339-90.5% | $134,475-91.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.03% | 750.33%-774.4pp | 572.05%-596.1pp | 417.96%-442.0pp |
| Employer contribution / active EE | $89 | $5,243-98.3% | $4,814-98.2% | $4,740-98.1% |
| Participant deferral / active EE | $6,133 | $7,799-21.4% | $7,446-17.6% | $6,400-4.2% |
| Admin fee / account holder | $420 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |