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 | $6,032 | $67,894-91.1% | $89,340-93.2% | $82,448-92.7% |
| Participation rate | 95.2% | 64.0%+31.2pp | 69.6%+25.7pp | 68.1%+27.2pp |
| Annual return | 3.65% | 19.21%-15.6pp | 20.57%-16.9pp | 41.64%-38.0pp |
| Employer contribution / active EE | $240 | $1,828-86.9% | $2,231-89.2% | $2,551-90.6% |
| Participant deferral / active EE | $1,084 | $3,072-64.7% | $3,823-71.7% | $4,139-73.8% |
| Admin fee / account holder | $901 | $5,723-84.3% | $6,704-86.6% | $7,234-87.5% |