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.
Participant 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 | $11,441 | $85,006-86.5% | $76,190-85.0% | $145,922-92.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 79.3%-4.3pp | 80.3%-5.3pp |
| Annual return | 2.39% | 13.11%-10.7pp | 13.78%-11.4pp | 561.29%-558.9pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,578-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,421 | $6,392-77.8% | $5,474-74.0% | $6,688-78.7% |
| Admin fee / account holder | $1,119 | $5,760-80.6% | $5,123-78.2% | $13,397-91.6% |