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 10-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 | $15,380 | $77,813-80.2% | $123,544-87.6% | $64,186-76.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.69% | 12.48%-22.2pp | 119.20%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $57 | $3,014-98.1% | $4,628-98.8% | $2,381-97.6% |
| Participant deferral / active EE | $5,423 | $5,240+3.5% | $6,426-15.6% | $3,470+56.3% |
| Admin fee / account holder | $750 | $5,519-86.4% | $9,284-91.9% | $4,888-84.7% |