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 | $18,437 | $116,175-84.1% | $93,606-80.3% | $152,861-87.9% |
| Participation rate | 94.1% | 78.0%+16.1pp | 75.8%+18.3pp | 82.4%+11.7pp |
| Annual return | 4.47% | 35.96%-31.5pp | 32.76%-28.3pp | 345.32%-340.9pp |
| Employer contribution / active EE | $1,471 | $3,218-54.3% | $2,718-45.9% | $4,762-69.1% |
| Participant deferral / active EE | $702 | $4,603-84.8% | $4,069-82.7% | $5,850-88.0% |
| Admin fee / account holder | $514 | $10,748-95.2% | $7,888-93.5% | $11,596-95.6% |