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 5-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 | $2,462 | $102,604-97.6% | $86,188-97.1% | $139,434-98.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 8.53% | 1922.51%-1914.0pp | 1168.45%-1159.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $557 | $3,032-81.6% | $2,380-76.6% | $4,751-88.3% |
| Participant deferral / active EE | $900 | $4,676-80.7% | $3,985-77.4% | $6,710-86.6% |
| Admin fee / account holder | $717 | $8,657-91.7% | $6,852-89.5% | $11,403-93.7% |