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 | $5,538 | $148,534-96.3% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 3.85% | 79.19%-75.3pp | 68.23%-64.4pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,257 | $5,243-76.0% | $4,856-74.1% | $4,751-73.6% |
| Participant deferral / active EE | $2,352 | $8,100-71.0% | $7,758-69.7% | $6,710-64.9% |
| Admin fee / account holder | $1,040 | $12,400-91.6% | $10,762-90.3% | $11,403-90.9% |