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 | $20,944 | $81,460-74.3% | $103,333-79.7% | $80,856-74.1% |
| Participation rate | 92.6% | 66.8%+25.7pp | 74.5%+18.1pp | 67.6%+25.0pp |
| Annual return | 6.73% | 25.55%-18.8pp | 24.88%-18.1pp | 35.59%-28.9pp |
| Employer contribution / active EE | $1,531 | $3,105-50.7% | $3,868-60.4% | $2,755-44.4% |
| Participant deferral / active EE | $951 | $3,869-75.4% | $5,057-81.2% | $4,296-77.9% |
| Admin fee / account holder | $2,007 | $6,566-69.4% | $8,355-76.0% | $6,918-71.0% |