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 3-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 | $13,279 | $165,984-92.0% | $164,813-91.9% | $145,922-90.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.78% | 100.03%-92.3pp | 69.93%-62.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $4,176 | $5,273-20.8% | $4,341-3.8% | $4,660-10.4% |
| Participant deferral / active EE | $1,583 | $6,959-77.3% | $6,031-73.8% | $6,688-76.3% |
| Admin fee / account holder | $909 | $16,648-94.5% | $12,690-92.8% | $13,397-93.2% |