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 4-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 | $2,416 | $72,400-96.7% | $67,502-96.4% | $145,922-98.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.02% | 7182.46%-7173.4pp | 3512.12%-3503.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $697 | $3,069-77.3% | $2,731-74.5% | $4,660-85.0% |
| Participant deferral / active EE | $750 | $4,783-84.3% | $4,000-81.3% | $6,688-88.8% |
| Admin fee / account holder | $741 | $5,539-86.6% | $3,998-81.5% | $13,397-94.5% |