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 8-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 | $7,650 | $93,571-91.8% | $135,903-94.4% | $75,163-89.8% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 11.28% | 30.90%-19.6pp | 68.23%-57.0pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,437 | $3,537-59.4% | $4,856-70.4% | $2,670-46.2% |
| Participant deferral / active EE | $2,397 | $6,404-62.6% | $7,758-69.1% | $4,125-41.9% |
| Admin fee / account holder | $3,040 | $6,975-56.4% | $10,762-71.7% | $5,651-46.2% |