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 | $9,350 | $45,073-79.3% | $69,455-86.5% | $72,985-87.2% |
| Participation rate | 85.2% | 68.5%+16.8pp | 74.6%+10.6pp | 69.5%+15.8pp |
| Annual return | 2.23% | 22.65%-20.4pp | 28.97%-26.7pp | 81.00%-78.8pp |
| Employer contribution / active EE | $1,209 | $2,054-41.2% | $2,779-56.5% | $2,440-50.5% |
| Participant deferral / active EE | $78 | $2,602-97.0% | $3,535-97.8% | $3,607-97.8% |
| Admin fee / account holder | $664 | $3,056-78.3% | $3,839-82.7% | $5,124-87.0% |