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 | $14,723 | $138,065-89.3% | $123,544-88.1% | $135,375-89.1% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -9.46% | 153.68%-163.1pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,412 | $5,151-72.6% | $4,628-69.5% | $4,779-70.4% |
| Participant deferral / active EE | $1,798 | $6,799-73.6% | $6,426-72.0% | $5,609-67.9% |
| Admin fee / account holder | $1,716 | $10,916-84.3% | $9,284-81.5% | $10,827-84.2% |