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 3-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 | $10,463 | $183,519-94.3% | $155,509-93.3% | $145,922-92.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.82% | 61.17%-54.3pp | 64.67%-57.8pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,389 | $5,313-73.8% | $4,672-70.3% | $4,660-70.2% |
| Participant deferral / active EE | $1,648 | $6,462-74.5% | $5,626-70.7% | $6,688-75.4% |
| Admin fee / account holder | $304 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |