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 | $8,619 | $97,757-91.2% | $83,848-89.7% | $135,375-93.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -28.90% | 1287.37%-1316.3pp | 850.88%-879.8pp | 519.73%-548.6pp |
| Employer contribution / active EE | $6,537 | $4,222+54.8% | $3,631+80.0% | $4,779+36.8% |
| Participant deferral / active EE | $472 | $4,682-89.9% | $4,082-88.4% | $5,609-91.6% |
| Admin fee / account holder | $1,103 | $6,674-83.5% | $5,478-79.9% | $10,827-89.8% |