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 | $30,866 | $95,803-67.8% | $113,168-72.7% | $84,808-63.6% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 9.63% | 25.00%-15.4pp | 24.27%-14.6pp | 40.90%-31.3pp |
| Employer contribution / active EE | $310 | $2,360-86.9% | $2,975-89.6% | $2,631-88.2% |
| Participant deferral / active EE | $3,461 | $4,242-18.4% | $5,107-32.2% | $4,212-17.8% |
| Admin fee / account holder | $1,265 | $8,989-85.9% | $12,068-89.5% | $7,344-82.8% |