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 | $2,859 | $138,065-97.9% | $123,544-97.7% | $135,375-97.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.32% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $953 | $5,151-81.5% | $4,628-79.4% | $4,779-80.1% |
| Participant deferral / active EE | $1,481 | $6,799-78.2% | $6,426-76.9% | $5,609-73.6% |
| Admin fee / account holder | $730 | $10,916-93.3% | $9,284-92.1% | $10,827-93.3% |