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 5-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 | $8,176 | $82,664-90.1% | $125,339-93.5% | $68,494-88.1% |
| Participation rate | 87.1% | 75.0%+12.1pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -57.59% | -5.97%-51.6pp | 572.05%-629.6pp | -7.84%-49.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,494 | $6,110+55.4% | $7,446+27.5% | $4,027+135.8% |
| Admin fee / account holder | $438 | $6,275-93.0% | $10,010-95.6% | $5,403-91.9% |