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 | $23,453 | $171,865-86.4% | $149,718-84.3% | $147,584-84.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.42% | 2113.22%-2105.8pp | 1501.63%-1494.2pp | 578.55%-571.1pp |
| Employer contribution / active EE | $2,480 | $6,275-60.5% | $5,445-54.4% | $4,876-49.1% |
| Participant deferral / active EE | $2,390 | $7,271-67.1% | $6,569-63.6% | $5,439-56.1% |
| Admin fee / account holder | $2,095 | $13,799-84.8% | $11,283-81.4% | $10,885-80.8% |