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 | $1,421 | $24,730-94.3% | $66,042-97.8% | $84,808-98.3% |
| Participation rate | 87.7% | 68.1%+19.6pp | 67.5%+20.2pp | 68.3%+19.4pp |
| Annual return | 9.51% | 79.55%-70.0pp | 52.11%-42.6pp | 40.90%-31.4pp |
| Employer contribution / active EE | $231 | $857-73.0% | $1,579-85.4% | $2,631-91.2% |
| Participant deferral / active EE | $709 | $1,737-59.2% | $2,835-75.0% | $4,212-83.2% |
| Admin fee / account holder | $577 | $3,014-80.8% | $5,747-90.0% | $7,344-92.1% |