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 | $19,619 | $94,031-79.1% | $115,768-83.1% | $82,448-76.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.14% | 20.61%-9.5pp | 100.46%-89.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $964 | $2,323-58.5% | $2,940-67.2% | $2,551-62.2% |
| Participant deferral / active EE | $1,665 | $3,972-58.1% | $4,917-66.1% | $4,139-59.8% |
| Admin fee / account holder | $313 | $10,249-96.9% | $12,439-97.5% | $7,234-95.7% |