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 | $26,304 | $202,318-87.0% | $172,739-84.8% | $152,861-82.8% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 11.47% | 1029.65%-1018.2pp | 802.84%-791.4pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,335 | $5,856-77.2% | $5,143-74.0% | $4,762-72.0% |
| Participant deferral / active EE | $1,421 | $5,948-76.1% | $5,198-72.7% | $5,850-75.7% |
| Admin fee / account holder | $6,083 | $17,109-64.4% | $13,954-56.4% | $11,596-47.5% |