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 | $19,517 | $109,413-82.2% | $156,263-87.5% | $84,808-77.0% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 12.35% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,187 | $2,907-24.8% | $4,333-49.5% | $2,631-16.9% |
| Participant deferral / active EE | $1,836 | $4,590-60.0% | $6,158-70.2% | $4,212-56.4% |
| Admin fee / account holder | $795 | $9,357-91.5% | $14,255-94.4% | $7,344-89.2% |