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 | $13,852 | $64,324-78.5% | $118,925-88.4% | $79,858-82.7% |
| Participation rate | 96.2% | 64.9%+31.3pp | 75.4%+20.8pp | 69.6%+26.5pp |
| Annual return | 7.55% | 86.45%-78.9pp | 35.88%-28.3pp | 31.71%-24.2pp |
| Employer contribution / active EE | $874 | $1,836-52.4% | $3,263-73.2% | $2,471-64.6% |
| Participant deferral / active EE | $836 | $2,824-70.4% | $4,265-80.4% | $3,740-77.6% |
| Admin fee / account holder | $1,035 | $4,040-74.4% | $6,581-84.3% | $5,306-80.5% |