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 | $5,933 | $97,757-93.9% | $83,848-92.9% | $135,375-95.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -27.14% | 1287.37%-1314.5pp | 850.88%-878.0pp | 519.73%-546.9pp |
| Employer contribution / active EE | $13,434 | $4,222+218.2% | $3,631+270.0% | $4,779+181.1% |
| Participant deferral / active EE | $498 | $4,682-89.4% | $4,082-87.8% | $5,609-91.1% |
| Admin fee / account holder | $1,828 | $6,674-72.6% | $5,478-66.6% | $10,827-83.1% |