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 | $88,822 | $247,971-64.2% | $209,012-57.5% | $357,791-75.2% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.5%+0.3pp | 85.6%-7.8pp |
| Annual return | 13.43% | -1.22%+14.6pp | 0.31%+13.1pp | 396.79%-383.4pp |
| Employer contribution / active EE | $685 | $6,238-89.0% | $5,342-87.2% | $7,508-90.9% |
| Participant deferral / active EE | $3,013 | $5,526-45.5% | $4,752-36.6% | $5,521-45.4% |
| Admin fee / account holder | $1,000 | $40,320-97.5% | $31,136-96.8% | $28,387-96.5% |