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 | $3,836 | $71,050-94.6% | $93,606-95.9% | $80,856-95.3% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.6%+21.3pp |
| Annual return | 4.25% | 11.26%-7.0pp | 133.20%-128.9pp | 35.59%-31.3pp |
| Employer contribution / active EE | $651 | $1,564-58.4% | $2,420-73.1% | $2,755-76.4% |
| Participant deferral / active EE | $747 | $4,034-81.5% | $4,411-83.1% | $4,296-82.6% |
| Admin fee / account holder | $314 | $6,945-95.5% | $8,285-96.2% | $6,918-95.5% |