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 | $6,818 | $72,012-90.5% | $185,823-96.3% | $79,858-91.5% |
| Participation rate | 70.3% | 65.8%+4.5pp | 78.0%-7.8pp | 69.6%+0.6pp |
| Annual return | 17.28% | 23.12%-5.8pp | 35.95%-18.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $270 | $1,965-86.3% | $4,087-93.4% | $2,471-89.1% |
| Participant deferral / active EE | $973 | $3,779-74.2% | $5,632-82.7% | $3,740-74.0% |
| Admin fee / account holder | $574 | $4,513-87.3% | $9,500-94.0% | $5,306-89.2% |