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 | $10,986 | $95,193-88.5% | $76,523-85.6% | $135,375-91.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.05% | 4.85%-16.9pp | -0.27%-11.8pp | 519.73%-531.8pp |
| Employer contribution / active EE | $4,529 | $3,302+37.1% | $2,647+71.1% | $4,779-5.2% |
| Participant deferral / active EE | $144 | $4,639-96.9% | $3,835-96.2% | $5,609-97.4% |
| Admin fee / account holder | $510 | $6,249-91.8% | $4,848-89.5% | $10,827-95.3% |