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 3-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 | $4,719 | $76,407-93.8% | $150,298-96.9% | $82,448-94.3% |
| Participation rate | 72.1% | 66.4%+5.7pp | 77.8%-5.7pp | 68.1%+4.0pp |
| Annual return | 0.73% | 39.99%-39.3pp | 62.79%-62.1pp | 41.64%-40.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,598 | $3,214-50.3% | $5,453-70.7% | $4,139-61.4% |
| Admin fee / account holder | $913 | $6,352-85.6% | $14,116-93.5% | $7,234-87.4% |