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 | $3,598 | $39,798-91.0% | $67,711-94.7% | $59,632-94.0% |
| Participation rate | 98.8% | 57.4%+41.5pp | 67.5%+31.3pp | 68.7%+30.1pp |
| Annual return | -9.44% | 89.94%-99.4pp | 25.41%-34.9pp | 2041.28%-2050.7pp |
| Employer contribution / active EE | $4,255 | $1,393+205.5% | $2,559+66.3% | $2,203+93.2% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $711 | $3,212-77.9% | $4,255-83.3% | $4,297-83.4% |