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 | $11,885 | $167,307-92.9% | $143,757-91.7% | $134,475-91.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -26.42% | 0.46%-26.9pp | -0.04%-26.4pp | 417.96%-444.4pp |
| Employer contribution / active EE | $175 | $5,619-96.9% | $4,951-96.5% | $4,740-96.3% |
| Participant deferral / active EE | $5,914 | $6,446-8.3% | $5,637+4.9% | $6,400-7.6% |
| Admin fee / account holder | $470 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |