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 | $7,165 | $52,681-86.4% | $75,781-90.5% | $59,632-88.0% |
| Participation rate | 76.0% | 67.2%+8.8pp | 75.8%+0.2pp | 68.7%+7.3pp |
| Annual return | -4.62% | 2.95%-7.6pp | 9.68%-14.3pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $2,122 | $2,193-3.2% | $3,323-36.1% | $2,203-3.6% |
| Participant deferral / active EE | $415 | $2,591-84.0% | $3,651-88.6% | $3,192-87.0% |
| Admin fee / account holder | $666 | $3,610-81.5% | $5,299-87.4% | $4,297-84.5% |