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 7-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 | $6,834 | $95,453-92.8% | $112,040-93.9% | $82,448-91.7% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.5%+13.3pp | 68.1%+21.7pp |
| Annual return | 11.74% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,014 | $2,318-56.3% | $2,954-65.7% | $2,551-60.3% |
| Participant deferral / active EE | $1,904 | $4,224-54.9% | $5,098-62.7% | $4,139-54.0% |
| Admin fee / account holder | $3,256 | $9,013-63.9% | $12,098-73.1% | $7,234-55.0% |