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 | $12,777 | $78,485-83.7% | $106,213-88.0% | $74,495-82.8% |
| Participation rate | 72.2% | 72.8%-0.6pp | 75.3%-3.1pp | 67.2%+5.0pp |
| Annual return | 7.67% | 15.95%-8.3pp | 116.14%-108.5pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $902 | $4,322-79.1% | $5,016-82.0% | $4,346-79.2% |
| Admin fee / account holder | $1,888 | $2,232-15.4% | $11,033-82.9% | $1,942-2.7% |