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 | $4,595 | $72,404-93.7% | $110,238-95.8% | $64,186-92.8% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | -9.85% | -6.29%-3.6pp | 314.74%-324.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,696 | $2,282-25.6% | $3,826-55.7% | $2,381-28.7% |
| Participant deferral / active EE | $955 | $3,469-72.5% | $4,672-79.6% | $3,470-72.5% |
| Admin fee / account holder | $952 | $5,664-83.2% | $8,547-88.9% | $4,888-80.5% |