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 | $15,381 | $102,317-85.0% | $146,958-89.5% | $80,856-81.0% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.2%-10.4pp | 67.6%+4.2pp |
| Annual return | 4.36% | 134.76%-130.4pp | 418.34%-414.0pp | 35.59%-31.2pp |
| Employer contribution / active EE | $1,647 | $3,713-55.7% | $4,933-66.6% | $2,755-40.2% |
| Participant deferral / active EE | $2,121 | $6,644-68.1% | $8,070-73.7% | $4,296-50.6% |
| Admin fee / account holder | $1,286 | $7,941-83.8% | $12,998-90.1% | $6,918-81.4% |