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 4-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 | $10,459 | $159,602-93.4% | $150,045-93.0% | $142,382-92.7% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 12.09% | 70.24%-58.1pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $993 | $4,961-80.0% | $4,693-78.8% | $4,299-76.9% |
| Participant deferral / active EE | $1,574 | $8,310-81.1% | $7,997-80.3% | $6,507-75.8% |
| Admin fee / account holder | $1,321 | $14,846-91.1% | $13,435-90.2% | $12,624-89.5% |