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 | $4,291 | $109,881-96.1% | $150,045-97.1% | $84,808-94.9% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 22.00% | 28.25%-6.2pp | 62.55%-40.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $579 | $3,561-83.7% | $4,693-87.7% | $2,631-78.0% |
| Participant deferral / active EE | $1,432 | $6,636-78.4% | $7,997-82.1% | $4,212-66.0% |
| Admin fee / account holder | $859 | $8,568-90.0% | $13,435-93.6% | $7,344-88.3% |