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 5-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 | $12,306 | $175,600-93.0% | $129,110-90.5% | $134,475-90.8% |
| Participation rate | 88.2% | 81.6%+6.7pp | 77.3%+11.0pp | 81.2%+7.0pp |
| Annual return | -22.00% | -11.39%-10.6pp | -10.94%-11.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,815 | $6,355-55.7% | $5,052-44.3% | $4,740-40.6% |
| Participant deferral / active EE | $2,234 | $7,975-72.0% | $6,542-65.9% | $6,400-65.1% |
| Admin fee / account holder | $1,014 | $23,567-95.7% | $14,302-92.9% | $11,426-91.1% |