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 | $22,635 | $198,466-88.6% | $170,442-86.7% | $147,584-84.7% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | -0.25% | 257.29%-257.5pp | 205.93%-206.2pp | 578.55%-578.8pp |
| Employer contribution / active EE | $2,964 | $6,184-52.1% | $5,433-45.4% | $4,876-39.2% |
| Participant deferral / active EE | $1,200 | $5,629-78.7% | $4,939-75.7% | $5,439-77.9% |
| Admin fee / account holder | $721 | $16,852-95.7% | $13,880-94.8% | $10,885-93.4% |