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 | $105,385 | $284,927-63.0% | $210,053-49.8% | $382,429-72.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.8%+10.1pp | 87.7%+3.2pp |
| Annual return | 17.72% | 281.55%-263.8pp | 232.76%-215.0pp | 248.85%-231.1pp |
| Employer contribution / active EE | $1,295 | $6,452-79.9% | $4,521-71.4% | $8,036-83.9% |
| Participant deferral / active EE | $4,568 | $4,5670% | $4,238+7.8% | $5,727-20.2% |
| Admin fee / account holder | $825 | $19,753-95.8% | $16,990-95.1% | $30,732-97.3% |