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 | $17,211 | $106,749-83.9% | $145,433-88.2% | $82,448-79.1% |
| Participation rate | 73.1% | 75.6%-2.6pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 31.90% | 27.59%+4.3pp | 66.58%-34.7pp | 41.64%-9.7pp |
| Employer contribution / active EE | $518 | $3,444-85.0% | $4,554-88.6% | $2,551-79.7% |
| Participant deferral / active EE | $2,457 | $6,519-62.3% | $7,897-68.9% | $4,139-40.6% |
| Admin fee / account holder | $382 | $8,390-95.5% | $13,129-97.1% | $7,234-94.7% |