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 | $6,248 | $107,334-94.2% | $92,893-93.3% | $152,861-95.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.73% | 145.58%-144.8pp | 109.41%-108.7pp | 345.32%-344.6pp |
| Employer contribution / active EE | $1,745 | $4,221-58.7% | $3,653-52.2% | $4,762-63.4% |
| Participant deferral / active EE | $1,200 | $4,845-75.2% | $4,236-71.7% | $5,850-79.5% |
| Admin fee / account holder | $658 | $7,079-90.7% | $5,794-88.6% | $11,596-94.3% |