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 | $13,173 | $56,897-76.8% | $84,750-84.5% | $62,891-79.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -3.36% | 6.30%-9.7pp | 22.78%-26.1pp | 20.14%-23.5pp |
| Employer contribution / active EE | $8,025 | $2,400+234.4% | $3,574+124.5% | $2,281+251.8% |
| Participant deferral / active EE | $294 | $2,709-89.1% | $3,712-92.1% | $3,203-90.8% |
| Admin fee / account holder | $2,137 | $3,581-40.3% | $5,332-59.9% | $4,296-50.2% |