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 | $21,247 | $201,272-89.4% | $184,203-88.5% | $145,922-85.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.89% | 29.00%-25.1pp | 28.81%-24.9pp | 561.29%-557.4pp |
| Employer contribution / active EE | $1,785 | $7,022-74.6% | $6,427-72.2% | $4,660-61.7% |
| Participant deferral / active EE | $1,632 | $9,806-83.4% | $9,131-82.1% | $6,688-75.6% |
| Admin fee / account holder | $2,191 | $16,364-86.6% | $13,901-84.2% | $13,397-83.6% |