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 | $7,942 | $83,477-90.5% | $125,175-93.7% | $72,985-89.1% |
| Participation rate | 84.4% | 73.3%+11.1pp | 79.8%+4.6pp | 69.5%+14.9pp |
| Annual return | 11.47% | 25.78%-14.3pp | 43.79%-32.3pp | 81.00%-69.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,388 | $3,585-61.3% | $4,937-71.9% | $3,607-61.5% |
| Admin fee / account holder | $419 | $5,517-92.4% | $9,702-95.7% | $5,124-91.8% |