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 | $17,189 | $214,378-92.0% | $200,582-91.4% | $142,382-87.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 19.12% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $716 | $6,841-89.5% | $6,419-88.8% | $4,299-83.3% |
| Participant deferral / active EE | $1,159 | $9,865-88.3% | $9,331-87.6% | $6,507-82.2% |
| Admin fee / account holder | $1,896 | $17,692-89.3% | $16,305-88.4% | $12,624-85.0% |