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 | $38,062 | $125,758-69.7% | $169,993-77.6% | $75,163-49.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.14% | 27.20%-15.1pp | 53.37%-41.2pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,773 | $4,615-61.6% | $6,785-73.9% | $2,670-33.6% |
| Participant deferral / active EE | $1,735 | $6,837-74.6% | $10,408-83.3% | $4,125-57.9% |
| Admin fee / account holder | $1,423 | $8,173-82.6% | $12,815-88.9% | $5,651-74.8% |