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 | $5,159 | $52,681-90.2% | $75,781-93.2% | $59,632-91.3% |
| Participation rate | 78.7% | 67.2%+11.5pp | 75.8%+2.9pp | 68.7%+10.1pp |
| Annual return | -11.90% | 2.95%-14.9pp | 9.68%-21.6pp | 2041.28%-2053.2pp |
| Employer contribution / active EE | $2,184 | $2,193-0.4% | $3,323-34.3% | $2,203-0.9% |
| Participant deferral / active EE | $260 | $2,591-90.0% | $3,651-92.9% | $3,192-91.8% |
| Admin fee / account holder | $882 | $3,610-75.6% | $5,299-83.3% | $4,297-79.5% |