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 3-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 | $10,572 | $165,984-93.6% | $164,813-93.6% | $145,922-92.8% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 3.22% | 100.03%-96.8pp | 69.93%-66.7pp | 561.29%-558.1pp |
| Employer contribution / active EE | $1,539 | $5,273-70.8% | $4,341-64.6% | $4,660-67.0% |
| Participant deferral / active EE | $1,791 | $6,959-74.3% | $6,031-70.3% | $6,688-73.2% |
| Admin fee / account holder | $1,417 | $16,648-91.5% | $12,690-88.8% | $13,397-89.4% |