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 6-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 | $14,282 | $146,267-90.2% | $197,124-92.8% | $82,448-82.7% |
| Participation rate | 76.7% | 84.0%-7.3pp | 86.7%-10.0pp | 68.1%+8.6pp |
| Annual return | 10.52% | 29.61%-19.1pp | 44.34%-33.8pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,666 | $7,035-76.3% | $9,135-81.8% | $4,139-59.8% |
| Admin fee / account holder | $1,857 | $14,422-87.1% | $16,298-88.6% | $7,234-74.3% |