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 8-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 | $10,448 | $65,561-84.1% | $86,188-87.9% | $75,163-86.1% |
| Participation rate | 96.4% | 60.5%+35.9pp | 69.0%+27.5pp | 67.2%+29.2pp |
| Annual return | -2.21% | 46.05%-48.3pp | 1168.45%-1170.7pp | 160.62%-162.8pp |
| Employer contribution / active EE | $1,310 | $1,553-15.7% | $2,380-45.0% | $2,670-51.0% |
| Participant deferral / active EE | $964 | $3,024-68.1% | $3,985-75.8% | $4,125-76.6% |
| Admin fee / account holder | $1,074 | $5,474-80.4% | $6,852-84.3% | $5,651-81.0% |