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 | $20,870 | $72,404-71.2% | $110,238-81.1% | $64,186-67.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 1.03% | -6.29%+7.3pp | 314.74%-313.7pp | 7.63%-6.6pp |
| Employer contribution / active EE | $278 | $2,282-87.8% | $3,826-92.7% | $2,381-88.3% |
| Participant deferral / active EE | $208 | $3,469-94.0% | $4,672-95.6% | $3,470-94.0% |
| Admin fee / account holder | $534 | $5,664-90.6% | $8,547-93.8% | $4,888-89.1% |