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 | $18,452 | $131,829-86.0% | $108,579-83.0% | $273,961-93.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.93% | -91.57%+103.5pp | -51.70%+63.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $182 | $4,912-96.3% | $3,758-95.1% | $4,869-96.3% |
| Participant deferral / active EE | $1,289 | $5,127-74.9% | $4,311-70.1% | $5,287-75.6% |
| Admin fee / account holder | $1,943 | $10,252-81.0% | $7,645-74.6% | $10,132-80.8% |