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 9-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.
Employer 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 | $3,314 | $105,998-96.9% | $92,233-96.4% | $147,584-97.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | -21.06% | 50.05%-71.1pp | 176.28%-197.3pp | 578.55%-599.6pp |
| Employer contribution / active EE | $428 | $4,333-90.1% | $3,679-88.4% | $4,876-91.2% |
| Participant deferral / active EE | $1,261 | $4,478-71.8% | $3,897-67.6% | $5,439-76.8% |
| Admin fee / account holder | $915 | $6,332-85.6% | $5,194-82.4% | $10,885-91.6% |