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 7-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 | $11,605 | $106,749-89.1% | $145,433-92.0% | $82,448-85.9% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 14.04% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,119 | $3,444-67.5% | $4,554-75.4% | $2,551-56.1% |
| Participant deferral / active EE | $2,185 | $6,519-66.5% | $7,897-72.3% | $4,139-47.2% |
| Admin fee / account holder | $1,443 | $8,390-82.8% | $13,129-89.0% | $7,234-80.1% |