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 3-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 | $19,905 | $102,317-80.5% | $146,958-86.5% | $80,856-75.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 7.78% | 134.76%-127.0pp | 418.34%-410.6pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,136 | $3,713-69.4% | $4,933-77.0% | $2,755-58.8% |
| Participant deferral / active EE | $2,061 | $6,644-69.0% | $8,070-74.5% | $4,296-52.0% |
| Admin fee / account holder | $1,512 | $7,941-81.0% | $12,998-88.4% | $6,918-78.1% |