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 | $15,048 | $65,703-77.1% | $94,224-84.0% | $59,632-74.8% |
| Participation rate | 82.4% | 72.1%+10.2pp | 78.8%+3.6pp | 68.7%+13.7pp |
| Annual return | 1.52% | 5.22%-3.7pp | 10.68%-9.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,031 | $3,143-67.2% | $4,320-76.1% | $3,192-67.7% |
| Admin fee / account holder | $17,884 | $4,264+319.4% | $6,269+185.3% | $4,297+316.2% |