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.)
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 | $3,099 | $165,984-98.1% | $164,813-98.1% | $145,922-97.9% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.6pp |
| Annual return | 50.49% | 100.03%-49.5pp | 69.93%-19.4pp | 561.29%-510.8pp |
| Employer contribution / active EE | $500 | $5,273-90.5% | $4,341-88.5% | $4,660-89.3% |
| Participant deferral / active EE | $1,849 | $6,959-73.4% | $6,031-69.3% | $6,688-72.4% |
| Admin fee / account holder | $344 | $16,648-97.9% | $12,690-97.3% | $13,397-97.4% |