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 | $3,313 | $39,798-91.7% | $67,711-95.1% | $59,632-94.4% |
| Participation rate | 88.2% | 57.4%+30.9pp | 67.5%+20.7pp | 68.7%+19.6pp |
| Annual return | -51.91% | 89.94%-141.8pp | 25.41%-77.3pp | 2041.28%-2093.2pp |
| Employer contribution / active EE | $173 | $1,393-87.5% | $2,559-93.2% | $2,203-92.1% |
| Participant deferral / active EE | $209 | $2,335-91.0% | $3,585-94.2% | $3,192-93.4% |
| Admin fee / account holder | $3,237 | $3,212+0.8% | $4,255-23.9% | $4,297-24.7% |