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 | $7,896 | $61,660-87.2% | $80,019-90.1% | $64,186-87.7% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.6%+7.4pp |
| Annual return | -9.44% | -0.33%-9.1pp | 11.22%-20.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,235 | $1,810+23.4% | $2,468-9.5% | $2,381-6.1% |
| Participant deferral / active EE | $987 | $2,968-66.8% | $3,686-73.2% | $3,470-71.6% |
| Admin fee / account holder | $545 | $5,417-89.9% | $6,521-91.6% | $4,888-88.9% |