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 | $7,134 | $52,681-86.5% | $75,781-90.6% | $59,632-88.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.78% | 2.95%-8.7pp | 9.68%-15.5pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $6,989 | $2,193+218.6% | $3,323+110.3% | $2,203+217.3% |
| Participant deferral / active EE | $737 | $2,591-71.6% | $3,651-79.8% | $3,192-76.9% |
| Admin fee / account holder | $1,545 | $3,610-57.2% | $5,299-70.8% | $4,297-64.0% |