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 7-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 | $8,973 | $89,753-90.0% | $107,525-91.7% | $84,808-89.4% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | -8.03% | 29.48%-37.5pp | 181.32%-189.4pp | 40.90%-48.9pp |
| Employer contribution / active EE | $5,059 | $3,113+62.5% | $3,754+34.8% | $2,631+92.3% |
| Participant deferral / active EE | $67 | $4,056-98.4% | $5,116-98.7% | $4,212-98.4% |
| Admin fee / account holder | $3,343 | $7,222-53.7% | $8,919-62.5% | $7,344-54.5% |