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 | $14,996 | $86,929-82.7% | $102,423-85.4% | $80,856-81.5% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.6%+18.8pp |
| Annual return | 9.65% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,767 | $2,369-25.4% | $3,023-41.6% | $2,755-35.9% |
| Participant deferral / active EE | $518 | $4,118-87.4% | $5,053-89.7% | $4,296-87.9% |
| Admin fee / account holder | $897 | $8,049-88.9% | $9,451-90.5% | $6,918-87.0% |