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 5-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 | $3,573 | $48,230-92.6% | $67,502-94.7% | $80,856-95.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.09% | 18.28%-7.2pp | 3512.12%-3501.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $897 | $2,020-55.6% | $2,731-67.2% | $2,755-67.4% |
| Participant deferral / active EE | $582 | $2,924-80.1% | $4,000-85.4% | $4,296-86.4% |
| Admin fee / account holder | $864 | $3,681-76.5% | $3,998-78.4% | $6,918-87.5% |