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 | $11,743 | $102,317-88.5% | $146,958-92.0% | $80,856-85.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.46% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,165 | $3,713-41.7% | $4,933-56.1% | $2,755-21.4% |
| Participant deferral / active EE | $2,339 | $6,644-64.8% | $8,070-71.0% | $4,296-45.6% |
| Admin fee / account holder | $986 | $7,941-87.6% | $12,998-92.4% | $6,918-85.7% |