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 | $25,050 | $86,929-71.2% | $102,423-75.5% | $80,856-69.0% |
| Participation rate | 86.5% | 72.4%+14.2pp | 76.5%+10.0pp | 67.6%+18.9pp |
| Annual return | 8.86% | 18.88%-10.0pp | 29.32%-20.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,771 | $2,369+17.0% | $3,023-8.3% | $2,755+0.6% |
| Participant deferral / active EE | $1,253 | $4,118-69.6% | $5,053-75.2% | $4,296-70.8% |
| Admin fee / account holder | $1,829 | $8,049-77.3% | $9,451-80.7% | $6,918-73.6% |