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 | $13,160 | $91,552-85.6% | $133,956-90.2% | $79,858-83.5% |
| Participation rate | 75.7% | 73.3%+2.3pp | 79.8%-4.2pp | 69.6%+6.0pp |
| Annual return | 7.77% | 61.85%-54.1pp | 45.09%-37.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,164 | $3,733-68.8% | $5,048-76.9% | $3,740-68.9% |
| Admin fee / account holder | $984 | $6,321-84.4% | $8,927-89.0% | $5,306-81.4% |