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 | $10,857 | $49,177-77.9% | $79,464-86.3% | $64,186-83.1% |
| Participation rate | 72.2% | 65.0%+7.2pp | 73.3%-1.1pp | 69.6%+2.7pp |
| Annual return | -9.17% | -1.16%-8.0pp | 718.14%-727.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,677 | $2,076-19.2% | $2,800-40.1% | $2,381-29.6% |
| Participant deferral / active EE | $743 | $2,821-73.7% | $3,704-79.9% | $3,470-78.6% |
| Admin fee / account holder | $1,001 | $3,839-73.9% | $5,113-80.4% | $4,888-79.5% |