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 7-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 | $5,350 | $142,344-96.2% | $119,609-95.5% | $134,475-96.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.09% | -12.44%-8.7pp | -14.97%-6.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,592 | $5,222-69.5% | $4,232-62.4% | $4,740-66.4% |
| Participant deferral / active EE | $1,806 | $6,469-72.1% | $5,602-67.8% | $6,400-71.8% |
| Admin fee / account holder | $739 | $13,584-94.6% | $10,323-92.8% | $11,426-93.5% |