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 | $4,445 | $89,753-95.0% | $107,525-95.9% | $84,808-94.8% |
| Participation rate | 95.9% | 68.1%+27.8pp | 75.1%+20.8pp | 68.3%+27.6pp |
| Annual return | 10.09% | 29.48%-19.4pp | 181.32%-171.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,588 | $4,056-60.9% | $5,116-69.0% | $4,212-62.3% |
| Admin fee / account holder | $366 | $7,222-94.9% | $8,919-95.9% | $7,344-95.0% |