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 | $4,611 | $57,990-92.0% | $76,190-93.9% | $80,856-94.3% |
| Participation rate | 80.0% | 73.7%+6.3pp | 79.3%+0.7pp | 67.6%+12.4pp |
| Annual return | 5.58% | 15.89%-10.3pp | 13.78%-8.2pp | 35.59%-30.0pp |
| Employer contribution / active EE | $2,001 | $3,565-43.9% | $4,578-56.3% | $2,755-27.3% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $5,474-100.0% | $4,296-100.0% |
| Admin fee / account holder | $825 | $5,668-85.4% | $5,123-83.9% | $6,918-88.1% |