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 8-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 | $11,850 | $159,901-92.6% | $146,958-91.9% | $145,922-91.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 16.08% | 98.13%-82.0pp | 418.34%-402.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $838 | $5,286-84.1% | $4,933-83.0% | $4,660-82.0% |
| Participant deferral / active EE | $2,312 | $8,428-72.6% | $8,070-71.3% | $6,688-65.4% |
| Admin fee / account holder | $1,012 | $15,044-93.3% | $12,998-92.2% | $13,397-92.4% |