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 4-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 | $5,963 | $179,726-96.7% | $156,263-96.2% | $142,382-95.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.12% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $775 | $5,069-84.7% | $4,333-82.1% | $4,299-82.0% |
| Participant deferral / active EE | $961 | $6,956-86.2% | $6,158-84.4% | $6,507-85.2% |
| Admin fee / account holder | $808 | $17,272-95.3% | $14,255-94.3% | $12,624-93.6% |