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 | $15,210 | $87,733-82.7% | $106,548-85.7% | $85,850-82.3% |
| Participation rate | 74.4% | 71.9%+2.5pp | 76.1%-1.7pp | 69.3%+5.1pp |
| Annual return | 10.66% | 21.86%-11.2pp | 26.80%-16.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $503 | $2,073-75.7% | $2,819-82.1% | $2,565-80.4% |
| Participant deferral / active EE | $1,122 | $3,469-67.7% | $4,398-74.5% | $3,952-71.6% |
| Admin fee / account holder | $1,601 | $6,767-76.3% | $7,407-78.4% | $6,260-74.4% |