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 | $749 | $56,317-98.7% | $71,209-98.9% | $74,304-99.0% |
| Participation rate | 73.8% | 55.1%+18.7pp | 73.8%0pp | 60.3%+13.4pp |
| Annual return | 12.70% | 42.83%-30.1pp | 282.51%-269.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $424 | $2,788-84.8% | $4,175-89.8% | $3,767-88.7% |
| Admin fee / account holder | $432 | $2,290-81.1% | $5,349-91.9% | $2,969-85.4% |