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 | $4,199 | $142,344-97.1% | $119,609-96.5% | $134,475-96.9% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -14.16% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $505 | $5,222-90.3% | $4,232-88.1% | $4,740-89.3% |
| Participant deferral / active EE | $1,228 | $6,469-81.0% | $5,602-78.1% | $6,400-80.8% |
| Admin fee / account holder | $352 | $13,584-97.4% | $10,323-96.6% | $11,426-96.9% |