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 7-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 | $7,545 | $105,181-92.8% | $159,436-95.3% | $85,850-91.2% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 11.79% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,261 | $5,945-11.5% | $7,352-28.4% | $3,952+33.1% |
| Admin fee / account holder | $2,354 | $6,933-66.0% | $10,799-78.2% | $6,260-62.4% |