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 | $8,423 | $80,968-89.6% | $96,544-91.3% | $75,163-88.8% |
| Participation rate | 88.4% | 71.8%+16.6pp | 76.0%+12.4pp | 67.2%+21.2pp |
| Annual return | 16.63% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $624 | $2,282-72.7% | $2,965-79.0% | $2,670-76.6% |
| Participant deferral / active EE | $1,299 | $3,928-66.9% | $4,851-73.2% | $4,125-68.5% |
| Admin fee / account holder | $321 | $6,724-95.2% | $8,252-96.1% | $5,651-94.3% |