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 | $34,472 | $100,041-65.5% | $149,718-77.0% | $70,131-50.8% |
| Participation rate | 97.0% | 83.6%+13.4pp | 87.1%+9.9pp | 69.5%+27.4pp |
| Annual return | 5.52% | 27.43%-21.9pp | 1501.63%-1496.1pp | 73.14%-67.6pp |
| Employer contribution / active EE | $1,417 | $3,662-61.3% | $5,445-74.0% | $2,342-39.5% |
| Participant deferral / active EE | $1,822 | $4,983-63.4% | $6,569-72.3% | $3,332-45.3% |
| Admin fee / account holder | $1,486 | $8,286-82.1% | $11,283-86.8% | $4,645-68.0% |