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 | $33,563 | $109,413-69.3% | $156,263-78.5% | $84,808-60.4% |
| Participation rate | 73.7% | 72.7%+1.0pp | 78.9%-5.2pp | 68.3%+5.4pp |
| Annual return | 16.12% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $276 | $2,907-90.5% | $4,333-93.6% | $2,631-89.5% |
| Participant deferral / active EE | $1,290 | $4,590-71.9% | $6,158-79.0% | $4,212-69.4% |
| Admin fee / account holder | $530 | $9,357-94.3% | $14,255-96.3% | $7,344-92.8% |