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 | $4,303 | $80,968-94.7% | $96,544-95.5% | $75,163-94.3% |
| Participation rate | 97.6% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.4pp |
| Annual return | 9.66% | 27.06%-17.4pp | 25.84%-16.2pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,109 | $2,282-51.4% | $2,965-62.6% | $2,670-58.5% |
| Participant deferral / active EE | $1,533 | $3,928-61.0% | $4,851-68.4% | $4,125-62.8% |
| Admin fee / account holder | $662 | $6,724-90.1% | $8,252-92.0% | $5,651-88.3% |