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 | $16,362 | $83,477-80.4% | $125,175-86.9% | $72,985-77.6% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.4pp | 69.5%+3.8pp |
| Annual return | 19.49% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $399 | $2,345-83.0% | $3,865-89.7% | $2,440-83.6% |
| Participant deferral / active EE | $1,390 | $3,585-61.2% | $4,937-71.8% | $3,607-61.5% |
| Admin fee / account holder | $2,391 | $5,517-56.7% | $9,702-75.4% | $5,124-53.3% |