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 6-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 | $4,085 | $99,640-95.9% | $86,436-95.3% | $134,475-97.0% |
| Participation rate | 70.0% | 82.0%-12.0pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -22.40% | 6782.58%-6805.0pp | 4394.89%-4417.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $775 | $4,400-82.4% | $3,769-79.4% | $4,740-83.6% |
| Participant deferral / active EE | $1,036 | $7,246-85.7% | $6,952-85.1% | $6,400-83.8% |
| Admin fee / account holder | $741 | $8,371-91.1% | $6,731-89.0% | $11,426-93.5% |