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 | $6,548 | $64,348-89.8% | $90,160-92.7% | $70,131-90.7% |
| Participation rate | 88.4% | 70.4%+17.9pp | 76.9%+11.5pp | 69.5%+18.8pp |
| Annual return | 12.58% | 28.13%-15.6pp | 34.88%-22.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $759 | $2,046-62.9% | $3,318-77.1% | $2,342-67.6% |
| Participant deferral / active EE | $1,002 | $4,389-77.2% | $5,288-81.0% | $3,332-69.9% |
| Admin fee / account holder | $2,182 | $3,944-44.7% | $5,943-63.3% | $4,645-53.0% |