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.)
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 | $2,826 | $148,978-98.1% | $200,582-98.6% | $84,808-96.7% |
| Participation rate | 73.8% | 84.2%-10.4pp | 86.9%-13.1pp | 68.3%+5.5pp |
| Annual return | 21.19% | 28.16%-7.0pp | 42.33%-21.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $211 | $4,815-95.6% | $6,419-96.7% | $2,631-92.0% |
| Participant deferral / active EE | $979 | $7,142-86.3% | $9,331-89.5% | $4,212-76.8% |
| Admin fee / account holder | $431 | $13,977-96.9% | $16,305-97.4% | $7,344-94.1% |