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 | $2,659 | $53,777-95.1% | $134,143-98.0% | $79,858-96.7% |
| Participation rate | 70.7% | 58.8%+12.0pp | 72.2%-1.4pp | 69.6%+1.1pp |
| Annual return | 10.23% | 19.01%-8.8pp | 36.33%-26.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $389 | $1,321-70.6% | $3,704-89.5% | $2,471-84.3% |
| Participant deferral / active EE | $613 | $2,420-74.7% | $3,499-82.5% | $3,740-83.6% |
| Admin fee / account holder | $722 | $3,984-81.9% | $6,684-89.2% | $5,306-86.4% |