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 | $13,489 | $93,571-85.6% | $135,903-90.1% | $75,163-82.1% |
| Participation rate | 71.0% | 75.2%-4.2pp | 81.9%-10.9pp | 67.2%+3.8pp |
| Annual return | 14.41% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,051 | $3,537-70.3% | $4,856-78.4% | $2,670-60.6% |
| Participant deferral / active EE | $1,709 | $6,404-73.3% | $7,758-78.0% | $4,125-58.6% |
| Admin fee / account holder | $672 | $6,975-90.4% | $10,762-93.8% | $5,651-88.1% |