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 | $14,641 | $71,050-79.4% | $93,606-84.4% | $80,856-81.9% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.6%+29.8pp |
| Annual return | -11.80% | 11.26%-23.1pp | 133.20%-145.0pp | 35.59%-47.4pp |
| Employer contribution / active EE | $2,721 | $1,564+74.0% | $2,420+12.5% | $2,755-1.2% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,067 | $6,945-84.6% | $8,285-87.1% | $6,918-84.6% |