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 | $23,155 | $102,317-77.4% | $146,958-84.2% | $80,856-71.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.98% | 134.76%-125.8pp | 418.34%-409.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $4,765 | $3,713+28.3% | $4,933-3.4% | $2,755+73.0% |
| Participant deferral / active EE | $1,748 | $6,644-73.7% | $8,070-78.3% | $4,296-59.3% |
| Admin fee / account holder | $1,238 | $7,941-84.4% | $12,998-90.5% | $6,918-82.1% |