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 | $12,309 | $209,411-94.1% | $178,490-93.1% | $158,922-92.3% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 4.71% | 188.75%-184.0pp | 151.07%-146.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,919 | $5,706-48.8% | $5,011-41.7% | $4,761-38.7% |
| Participant deferral / active EE | $1,161 | $5,954-80.5% | $5,202-77.7% | $5,982-80.6% |
| Admin fee / account holder | $1,381 | $17,074-91.9% | $13,984-90.1% | $11,246-87.7% |