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 | $17,888 | $127,065-85.9% | $113,168-84.2% | $142,382-87.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.65% | 24.03%-18.4pp | 24.27%-18.6pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,223 | $3,442-35.4% | $2,975-25.3% | $4,299-48.3% |
| Participant deferral / active EE | $1,364 | $5,716-76.1% | $5,107-73.3% | $6,507-79.0% |
| Admin fee / account holder | $111,791 | $15,736+610.4% | $12,068+826.4% | $12,624+785.6% |