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 | $8,707 | $54,762-84.1% | $90,281-90.4% | $72,985-88.1% |
| Participation rate | 93.4% | 65.1%+28.3pp | 73.3%+20.2pp | 69.5%+23.9pp |
| Annual return | 2.97% | 30.63%-27.7pp | 78.10%-75.1pp | 81.00%-78.0pp |
| Employer contribution / active EE | $1,934 | $2,092-7.6% | $2,854-32.3% | $2,440-20.7% |
| Participant deferral / active EE | $160 | $2,887-94.5% | $3,885-95.9% | $3,607-95.6% |
| Admin fee / account holder | $1,020 | $3,972-74.3% | $5,351-80.9% | $5,124-80.1% |