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 6-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 | $3,952 | $214,378-98.2% | $200,582-98.0% | $142,382-97.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 0.22% | 46.41%-46.2pp | 42.33%-42.1pp | 217.08%-216.9pp |
| Employer contribution / active EE | $183 | $6,841-97.3% | $6,419-97.2% | $4,299-95.8% |
| Participant deferral / active EE | $514 | $9,865-94.8% | $9,331-94.5% | $6,507-92.1% |
| Admin fee / account holder | $559 | $17,692-96.8% | $16,305-96.6% | $12,624-95.6% |