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 | $2,610 | $63,346-95.9% | $92,233-97.2% | $70,131-96.3% |
| Participation rate | 91.2% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.6pp |
| Annual return | 10.73% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,091 | $2,471-55.8% | $3,679-70.3% | $2,342-53.4% |
| Participant deferral / active EE | $284 | $2,854-90.0% | $3,897-92.7% | $3,332-91.5% |
| Admin fee / account holder | $391 | $3,840-89.8% | $5,194-92.5% | $4,645-91.6% |