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 | $4,750 | $99,341-95.2% | $84,750-94.4% | $273,961-98.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -30.25% | 22.93%-53.2pp | 22.78%-53.0pp | 41.45%-71.7pp |
| Employer contribution / active EE | $6,417 | $4,214+52.3% | $3,574+79.5% | $4,869+31.8% |
| Participant deferral / active EE | $602 | $4,269-85.9% | $3,712-83.8% | $5,287-88.6% |
| Admin fee / account holder | $534 | $6,644-92.0% | $5,332-90.0% | $10,132-94.7% |