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.
Employer 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 | $6,690 | $58,927-88.6% | $76,817-91.3% | $72,985-90.8% |
| Participation rate | 98.5% | 67.3%+31.2pp | 72.1%+26.4pp | 69.5%+29.0pp |
| Annual return | -6.07% | 2305.64%-2311.7pp | 1166.11%-1172.2pp | 81.00%-87.1pp |
| Employer contribution / active EE | $6 | $1,787-99.7% | $2,302-99.8% | $2,440-99.8% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $929 | $4,013-76.9% | $6,420-85.5% | $5,124-81.9% |