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 | $14,936 | $78,520-81.0% | $96,576-84.5% | $82,448-81.9% |
| Participation rate | 78.3% | 77.7%+0.6pp | 81.4%-3.1pp | 68.1%+10.3pp |
| Annual return | 11.02% | 41.30%-30.3pp | 38.47%-27.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,210 | $6,754-8.1% | $7,956-22.0% | $4,139+50.0% |
| Admin fee / account holder | $1,086 | $13,455-91.9% | $11,381-90.5% | $7,234-85.0% |