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 8-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 | $16,674 | $83,477-80.0% | $125,175-86.7% | $72,985-77.2% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | -2.74% | 25.78%-28.5pp | 43.79%-46.5pp | 81.00%-83.7pp |
| Employer contribution / active EE | $1,247 | $2,345-46.8% | $3,865-67.7% | $2,440-48.9% |
| Participant deferral / active EE | $1,164 | $3,585-67.5% | $4,937-76.4% | $3,607-67.7% |
| Admin fee / account holder | $2,318 | $5,517-58.0% | $9,702-76.1% | $5,124-54.8% |