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 10-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 | $88,075 | $444,907-80.2% | $304,612-71.1% | $382,429-77.0% |
| Participation rate | 95.8% | 89.6%+6.3pp | 81.9%+13.9pp | 87.7%+8.1pp |
| Annual return | 13.31% | 345.83%-332.5pp | 329.91%-316.6pp | 248.85%-235.5pp |
| Employer contribution / active EE | $3,142 | $10,568-70.3% | $7,476-58.0% | $8,036-60.9% |
| Participant deferral / active EE | $7,069 | $7,127-0.8% | $5,388+31.2% | $5,727+23.4% |
| Admin fee / account holder | $1,407 | $16,329-91.4% | $12,962-89.1% | $30,732-95.4% |