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 | $19,414 | $78,422-75.2% | $95,952-79.8% | $79,858-75.7% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 8.28% | 19.37%-11.1pp | 91.61%-83.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,160 | $1,945-40.3% | $2,541-54.3% | $2,471-53.0% |
| Participant deferral / active EE | $1,343 | $3,440-61.0% | $4,167-67.8% | $3,740-64.1% |
| Admin fee / account holder | $2,265 | $5,622-59.7% | $6,795-66.7% | $5,306-57.3% |