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 10-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 | $6,689 | $63,346-89.4% | $92,233-92.7% | $70,131-90.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.37% | 530.12%-518.7pp | 176.28%-164.9pp | 73.14%-61.8pp |
| Employer contribution / active EE | $3,400 | $2,471+37.6% | $3,679-7.6% | $2,342+45.1% |
| Participant deferral / active EE | $323 | $2,854-88.7% | $3,897-91.7% | $3,332-90.3% |
| Admin fee / account holder | $1,511 | $3,840-60.6% | $5,194-70.9% | $4,645-67.5% |