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 9-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.
Employer 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.)
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 | $25,454 | $168,632-84.9% | $147,614-82.8% | $125,391-79.7% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -1.16% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,242 | $6,252-80.1% | $5,564-77.7% | $4,866-74.5% |
| Participant deferral / active EE | $1,242 | $5,507-77.4% | $4,895-74.6% | $5,352-76.8% |
| Admin fee / account holder | $13,041 | $13,580-4.0% | $11,611+12.3% | $9,540+36.7% |