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 4-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 | $3,762 | $110,094-96.6% | $151,611-97.5% | $68,494-94.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -23.72% | -10.12%-13.6pp | 3.33%-27.1pp | -7.84%-15.9pp |
| Employer contribution / active EE | $1,530 | $4,471-65.8% | $6,166-75.2% | $2,596-41.1% |
| Participant deferral / active EE | $1,931 | $6,527-70.4% | $8,363-76.9% | $4,027-52.1% |
| Admin fee / account holder | $779 | $7,719-89.9% | $11,616-93.3% | $5,403-85.6% |