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.)
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 | $19,977 | $91,552-78.2% | $133,956-85.1% | $79,858-75.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.67% | 61.85%-52.2pp | 45.09%-35.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $44 | $2,384-98.2% | $3,919-98.9% | $2,471-98.2% |
| Participant deferral / active EE | $904 | $3,733-75.8% | $5,048-82.1% | $3,740-75.8% |
| Admin fee / account holder | $16,876 | $6,321+167.0% | $8,927+89.0% | $5,306+218.0% |