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.
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 | $207,212 | $245,885-15.7% | $198,754+4.3% | $357,791-42.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 17.88% | 5953.41%-5935.5pp | 4947.04%-4929.2pp | 396.79%-378.9pp |
| Employer contribution / active EE | $2,532 | $4,089-38.1% | $4,008-36.8% | $7,508-66.3% |
| Participant deferral / active EE | $3,887 | $4,533-14.3% | $4,138-6.1% | $5,521-29.6% |
| Admin fee / account holder | $1,869 | $12,849-85.5% | $12,082-84.5% | $28,387-93.4% |