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 | $7,530 | $105,998-92.9% | $92,233-91.8% | $147,584-94.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.01% | 50.05%-41.0pp | 176.28%-167.3pp | 578.55%-569.5pp |
| Employer contribution / active EE | $5,677 | $4,333+31.0% | $3,679+54.3% | $4,876+16.4% |
| Participant deferral / active EE | $187 | $4,478-95.8% | $3,897-95.2% | $5,439-96.6% |
| Admin fee / account holder | $1,201 | $6,332-81.0% | $5,194-76.9% | $10,885-89.0% |