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 6-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 | $1,703 | $60,323-97.2% | $81,812-97.9% | $74,495-97.7% |
| Participation rate | 80.4% | 62.9%+17.5pp | 72.3%+8.1pp | 67.2%+13.2pp |
| Annual return | 3.42% | 16.90%-13.5pp | 773.79%-770.4pp | 1364.94%-1361.5pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $674 | $3,387-80.1% | $4,319-84.4% | $4,346-84.5% |
| Admin fee / account holder | $577 | $1,486-61.2% | $7,386-92.2% | $1,942-70.3% |