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 9-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 | $12,173 | $100,041-87.8% | $149,718-91.9% | $70,131-82.6% |
| Participation rate | 74.4% | 83.6%-9.2pp | 87.1%-12.7pp | 69.5%+4.9pp |
| Annual return | 17.43% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $350 | $3,662-90.4% | $5,445-93.6% | $2,342-85.1% |
| Participant deferral / active EE | $2,218 | $4,983-55.5% | $6,569-66.2% | $3,332-33.4% |
| Admin fee / account holder | $537 | $8,286-93.5% | $11,283-95.2% | $4,645-88.4% |