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 9-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 | $8,494 | $157,256-94.6% | $141,162-94.0% | $152,861-94.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | -26.07% | 64.32%-90.4pp | 71.39%-97.5pp | 345.32%-371.4pp |
| Employer contribution / active EE | $1,442 | $5,261-72.6% | $4,735-69.6% | $4,762-69.7% |
| Participant deferral / active EE | $1,902 | $7,109-73.3% | $6,709-71.7% | $5,850-67.5% |
| Admin fee / account holder | $3,079 | $12,120-74.6% | $10,261-70.0% | $11,596-73.4% |