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 | $4,020 | $42,894-90.6% | $60,874-93.4% | $68,494-94.1% |
| Participation rate | 85.7% | 66.8%+18.9pp | 73.1%+12.6pp | 67.9%+17.8pp |
| Annual return | -19.81% | -13.98%-5.8pp | 16.90%-36.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $575 | $1,978-70.9% | $2,701-78.7% | $2,596-77.8% |
| Participant deferral / active EE | $826 | $2,867-71.2% | $3,817-78.4% | $4,027-79.5% |
| Admin fee / account holder | $395 | $3,101-87.3% | $3,224-87.8% | $5,403-92.7% |