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 | $15,031 | $89,355-83.2% | $141,162-89.4% | $72,985-79.4% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 18.18% | 111.85%-93.7pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,202 | $3,114-61.4% | $4,735-74.6% | $2,440-50.7% |
| Participant deferral / active EE | $1,672 | $5,418-69.1% | $6,709-75.1% | $3,607-53.7% |
| Admin fee / account holder | $6,082 | $5,958+2.1% | $10,261-40.7% | $5,124+18.7% |