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 | $13,043 | $47,944-72.8% | $67,834-80.8% | $62,891-79.3% |
| Participation rate | 72.7% | 61.1%+11.7pp | 68.8%+3.9pp | 69.3%+3.4pp |
| Annual return | 7.42% | 11.77%-4.3pp | 138.47%-131.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $13 | $1,562-99.2% | $2,403-99.5% | $2,281-99.4% |
| Participant deferral / active EE | $535 | $2,247-76.2% | $3,160-83.1% | $3,203-83.3% |
| Admin fee / account holder | $670 | $3,712-81.9% | $4,622-85.5% | $4,296-84.4% |