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 9-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 | $14,416 | $84,233-82.9% | $170,442-91.5% | $70,131-79.4% |
| Participation rate | 97.9% | 70.8%+27.0pp | 83.6%+14.3pp | 69.5%+28.3pp |
| Annual return | 11.06% | 23.06%-12.0pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $982 | $3,387-71.0% | $5,433-81.9% | $2,342-58.1% |
| Participant deferral / active EE | $604 | $3,086-80.4% | $4,939-87.8% | $3,332-81.9% |
| Admin fee / account holder | $445 | $5,698-92.2% | $13,880-96.8% | $4,645-90.4% |