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 | $12,259 | $93,571-86.9% | $135,903-91.0% | $75,163-83.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.89% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $669 | $3,537-81.1% | $4,856-86.2% | $2,670-75.0% |
| Participant deferral / active EE | $1,912 | $6,404-70.1% | $7,758-75.4% | $4,125-53.7% |
| Admin fee / account holder | $803 | $6,975-88.5% | $10,762-92.5% | $5,651-85.8% |