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 | $80,673-81.5% | $101,326-85.3% | $84,808-82.4% |
| Participation rate | 78.3% | 77.8%+0.6pp | 81.5%-3.2pp | 68.3%+10.0pp |
| Annual return | 11.02% | 38.95%-27.9pp | 36.82%-25.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,210 | $6,840-9.2% | $7,994-22.3% | $4,212+47.4% |
| Admin fee / account holder | $1,086 | $12,784-91.5% | $11,185-90.3% | $7,344-85.2% |