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 | $7,610 | $105,998-92.8% | $92,233-91.7% | $147,584-94.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.73% | 50.05%-46.3pp | 176.28%-172.5pp | 578.55%-574.8pp |
| Employer contribution / active EE | $5,003 | $4,333+15.5% | $3,679+36.0% | $4,876+2.6% |
| Participant deferral / active EE | $375 | $4,478-91.6% | $3,897-90.4% | $5,439-93.1% |
| Admin fee / account holder | $10,464 | $6,332+65.2% | $5,194+101.5% | $10,885-3.9% |