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 6-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 | $7,570 | $95,862-92.1% | $79,550-90.5% | $134,475-94.4% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -20.94% | -2.69%-18.3pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,396 | $3,128+8.6% | $2,413+40.7% | $4,740-28.4% |
| Participant deferral / active EE | $400 | $4,693-91.5% | $3,985-90.0% | $6,400-93.7% |
| Admin fee / account holder | $548 | $9,126-94.0% | $6,832-92.0% | $11,426-95.2% |