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 7-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 | $9,078 | $64,480-85.9% | $81,382-88.8% | $80,856-88.8% |
| Participation rate | 97.2% | 63.9%+33.4pp | 69.5%+27.7pp | 67.6%+29.6pp |
| Annual return | 6.50% | 16.34%-9.8pp | 24.73%-18.2pp | 35.59%-29.1pp |
| Employer contribution / active EE | $1,243 | $1,978-37.2% | $2,463-49.5% | $2,755-54.9% |
| Participant deferral / active EE | $979 | $3,094-68.3% | $3,883-74.8% | $4,296-77.2% |
| Admin fee / account holder | $1,021 | $5,671-82.0% | $5,768-82.3% | $6,918-85.2% |