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 | $9,469 | $77,314-87.8% | $177,989-94.7% | $80,856-88.3% |
| Participation rate | 73.8% | 65.7%+8.1pp | 77.1%-3.3pp | 67.6%+6.2pp |
| Annual return | 7.03% | 18.09%-11.1pp | 294.48%-287.5pp | 35.59%-28.6pp |
| Employer contribution / active EE | $872 | $2,292-61.9% | $3,949-77.9% | $2,755-68.3% |
| Participant deferral / active EE | $432 | $4,411-90.2% | $6,276-93.1% | $4,296-90.0% |
| Admin fee / account holder | $443 | $7,191-93.8% | $10,363-95.7% | $6,918-93.6% |