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 | $11,092 | $56,199-80.3% | $67,652-83.6% | $59,632-81.4% |
| Participation rate | 98.1% | 71.5%+26.6pp | 75.7%+22.4pp | 68.7%+29.4pp |
| Annual return | -2.38% | 18505.31%-18507.7pp | 6625.04%-6627.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,544 | $1,614-4.4% | $2,266-31.8% | $2,203-29.9% |
| Participant deferral / active EE | $719 | $2,844-74.7% | $3,560-79.8% | $3,192-77.5% |
| Admin fee / account holder | $545 | $3,958-86.2% | $4,821-88.7% | $4,297-87.3% |