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 | $26,061 | $83,477-68.8% | $125,175-79.2% | $72,985-64.3% |
| Participation rate | 76.8% | 73.3%+3.5pp | 79.8%-3.0pp | 69.5%+7.3pp |
| Annual return | 15.37% | 25.78%-10.4pp | 43.79%-28.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $714 | $2,345-69.5% | $3,865-81.5% | $2,440-70.7% |
| Participant deferral / active EE | $1,443 | $3,585-59.7% | $4,937-70.8% | $3,607-60.0% |
| Admin fee / account holder | $9,110 | $5,517+65.1% | $9,702-6.1% | $5,124+77.8% |