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 | $12,917 | $57,354-77.5% | $83,848-84.6% | $64,186-79.9% |
| Participation rate | 77.1% | 68.6%+8.5pp | 76.1%+0.9pp | 69.6%+7.5pp |
| Annual return | -11.23% | 11.38%-22.6pp | 850.88%-862.1pp | 7.63%-18.9pp |
| Employer contribution / active EE | $2,082 | $2,545-18.2% | $3,631-42.6% | $2,381-12.5% |
| Participant deferral / active EE | $582 | $2,993-80.6% | $4,082-85.8% | $3,470-83.2% |
| Admin fee / account holder | $666 | $4,046-83.5% | $5,478-87.8% | $4,888-86.4% |