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 4-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 | $3,823 | $80,717-95.3% | $154,803-97.5% | $84,808-95.5% |
| Participation rate | 73.8% | 66.8%+7.0pp | 78.1%-4.2pp | 68.3%+5.5pp |
| Annual return | 13.11% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $537 | $2,761-80.5% | $4,305-87.5% | $2,631-79.6% |
| Participant deferral / active EE | $582 | $3,303-82.4% | $5,540-89.5% | $4,212-86.2% |
| Admin fee / account holder | $532 | $6,746-92.1% | $14,329-96.3% | $7,344-92.8% |