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 | $6,737 | $56,897-88.2% | $84,750-92.1% | $62,891-89.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.98% | 6.30%-3.3pp | 22.78%-19.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $3,478 | $2,400+44.9% | $3,574-2.7% | $2,281+52.5% |
| Participant deferral / active EE | $790 | $2,709-70.8% | $3,712-78.7% | $3,203-75.3% |
| Admin fee / account holder | $388 | $3,581-89.2% | $5,332-92.7% | $4,296-91.0% |