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 | $14,013 | $87,540-84.0% | $75,781-81.5% | $125,391-88.8% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | -22.71% | 13.48%-36.2pp | 9.68%-32.4pp | 282.22%-304.9pp |
| Employer contribution / active EE | $10,678 | $3,930+171.7% | $3,323+221.3% | $4,866+119.4% |
| Participant deferral / active EE | $295 | $4,229-93.0% | $3,651-91.9% | $5,352-94.5% |
| Admin fee / account holder | $329 | $6,502-94.9% | $5,299-93.8% | $9,540-96.6% |