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 5-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 | $20,158 | $369,484-94.5% | $303,047-93.3% | $357,791-94.4% |
| Participation rate | 85.7% | 90.0%-4.3pp | 87.1%-1.4pp | 85.6%+0.1pp |
| Annual return | 13.56% | 0.42%+13.1pp | 2.47%+11.1pp | 396.79%-383.2pp |
| Employer contribution / active EE | $1,988 | $9,025-78.0% | $7,418-73.2% | $7,508-73.5% |
| Participant deferral / active EE | $2,595 | $5,439-52.3% | $5,070-48.8% | $5,521-53.0% |
| Admin fee / account holder | $335 | $49,137-99.3% | $39,333-99.1% | $28,387-98.8% |