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 | $56,981 | $297,529-80.8% | $246,525-76.9% | $357,791-84.1% |
| Participation rate | 90.0% | 86.5%+3.5pp | 82.0%+8.0pp | 85.6%+4.4pp |
| Annual return | 10.78% | -2.25%+13.0pp | 0.46%+10.3pp | 396.79%-386.0pp |
| Employer contribution / active EE | $1,597 | $8,709-81.7% | $7,467-78.6% | $7,508-78.7% |
| Participant deferral / active EE | $1,518 | $6,076-75.0% | $5,422-72.0% | $5,521-72.5% |
| Admin fee / account holder | $20,048 | $16,212+23.7% | $16,551+21.1% | $28,387-29.4% |