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 6-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 | $11,522 | $81,446-85.9% | $103,374-88.9% | $80,874-85.8% |
| Participation rate | 89.2% | 66.9%+22.4pp | 74.5%+14.7pp | 67.6%+21.6pp |
| Annual return | 9.43% | 25.57%-16.1pp | 24.89%-15.5pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,624 | $3,107-47.7% | $3,869-58.0% | $2,756-41.1% |
| Participant deferral / active EE | $1,540 | $3,870-60.2% | $5,058-69.5% | $4,297-64.2% |
| Admin fee / account holder | $530 | $6,715-92.1% | $8,394-93.7% | $6,935-92.4% |