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 | $20,254 | $144,119-85.9% | $117,854-82.8% | $147,584-86.3% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 18.99% | 531.15%-512.2pp | 335.08%-316.1pp | 578.55%-559.6pp |
| Employer contribution / active EE | $594 | $4,896-87.9% | $3,786-84.3% | $4,876-87.8% |
| Participant deferral / active EE | $659 | $5,316-87.6% | $4,482-85.3% | $5,439-87.9% |
| Admin fee / account holder | $1,933 | $10,886-82.2% | $8,020-75.9% | $10,885-82.2% |