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 3-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,420 | $86,929-98.4% | $102,423-98.6% | $80,856-98.2% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.6%+5.4pp |
| Annual return | 6.40% | 18.88%-12.5pp | 29.32%-22.9pp | 35.59%-29.2pp |
| Employer contribution / active EE | $283 | $2,369-88.1% | $3,023-90.6% | $2,755-89.7% |
| Participant deferral / active EE | $387 | $4,118-90.6% | $5,053-92.3% | $4,296-91.0% |
| Admin fee / account holder | $412 | $8,049-94.9% | $9,451-95.6% | $6,918-94.0% |