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 5-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 | $15,016 | $78,520-80.9% | $96,576-84.5% | $82,448-81.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.01% | 41.30%-27.3pp | 38.47%-24.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,054 | $2,630-21.9% | $3,553-42.2% | $2,551-19.5% |
| Participant deferral / active EE | $2,778 | $6,754-58.9% | $7,956-65.1% | $4,139-32.9% |
| Admin fee / account holder | $2,513 | $13,455-81.3% | $11,381-77.9% | $7,234-65.3% |