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 | $4,713 | $198,466-97.6% | $170,442-97.2% | $147,584-96.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 53.85% | 257.29%-203.4pp | 205.93%-152.1pp | 578.55%-524.7pp |
| Employer contribution / active EE | $728 | $6,184-88.2% | $5,433-86.6% | $4,876-85.1% |
| Participant deferral / active EE | $997 | $5,629-82.3% | $4,939-79.8% | $5,439-81.7% |
| Admin fee / account holder | $403 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |