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 | $4,157 | $109,982-96.2% | $97,226-95.7% | $145,922-97.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 6.36% | 242.90%-236.5pp | 75.13%-68.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $322 | $3,084-89.6% | $2,729-88.2% | $4,660-93.1% |
| Participant deferral / active EE | $3,294 | $4,676-29.6% | $4,264-22.8% | $6,688-50.8% |
| Admin fee / account holder | $3,126 | $6,221-49.8% | $5,654-44.7% | $13,397-76.7% |