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.)
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 | $4,701 | $92,798-94.9% | $96,707-95.1% | $137,256-96.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | -7.33% | 31.24%-38.6pp | 34.78%-42.1pp | 220.34%-227.7pp |
| Employer contribution / active EE | $854 | $4,147-79.4% | $4,191-79.6% | $4,156-79.5% |
| Participant deferral / active EE | $854 | $5,877-85.5% | $5,997-85.8% | $6,407-86.7% |
| Admin fee / account holder | $946 | $7,946-88.1% | $7,503-87.4% | $12,270-92.3% |