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 | $16,025 | $181,894-91.2% | $156,549-89.8% | $273,961-94.2% |
| Participation rate | 76.2% | 88.4%-12.2pp | 84.0%-7.8pp | 83.0%-6.8pp |
| Annual return | 2.90% | 30.74%-27.8pp | 32.23%-29.3pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,058 | $6,248-83.1% | $5,501-80.8% | $4,869-78.3% |
| Participant deferral / active EE | $1,604 | $5,550-71.1% | $4,871-67.1% | $5,287-69.7% |
| Admin fee / account holder | $785 | $15,559-95.0% | $13,027-94.0% | $10,132-92.2% |