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 | $14,992 | $96,557-84.5% | $80,975-81.5% | $273,961-94.5% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | -0.42% | 15.14%-15.6pp | 17.10%-17.5pp | 41.45%-41.9pp |
| Employer contribution / active EE | $984 | $4,868-79.8% | $3,714-73.5% | $4,869-79.8% |
| Participant deferral / active EE | $1,108 | $6,598-83.2% | $5,696-80.5% | $5,287-79.0% |
| Admin fee / account holder | $9,670 | $7,492+29.1% | $5,516+75.3% | $10,132-4.6% |