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 | $8,772 | $63,346-86.2% | $92,233-90.5% | $70,131-87.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.53% | 530.12%-521.6pp | 176.28%-167.7pp | 73.14%-64.6pp |
| Employer contribution / active EE | $4,659 | $2,471+88.5% | $3,679+26.6% | $2,342+98.9% |
| Participant deferral / active EE | $985 | $2,854-65.5% | $3,897-74.7% | $3,332-70.4% |
| Admin fee / account holder | $3,084 | $3,840-19.7% | $5,194-40.6% | $4,645-33.6% |