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 | $6,799 | $88,634-92.3% | $101,326-93.3% | $74,304-90.8% |
| Participation rate | 76.4% | 76.9%-0.4pp | 81.5%-5.1pp | 60.3%+16.1pp |
| Annual return | 14.10% | 33.10%-19.0pp | 36.82%-22.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,247 | $7,322-69.3% | $7,994-71.9% | $3,767-40.4% |
| Admin fee / account holder | $1,297 | $2,425-46.5% | $11,185-88.4% | $2,969-56.3% |