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 | $3,779 | $138,044-97.3% | $125,339-97.0% | $134,475-97.2% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -58.64% | 750.33%-809.0pp | 572.05%-630.7pp | 417.96%-476.6pp |
| Employer contribution / active EE | $753 | $5,243-85.6% | $4,814-84.4% | $4,740-84.1% |
| Participant deferral / active EE | $2,863 | $7,799-63.3% | $7,446-61.5% | $6,400-55.3% |
| Admin fee / account holder | $630 | $11,571-94.6% | $10,010-93.7% | $11,426-94.5% |