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 | $5,650 | $72,492-92.2% | $87,100-93.5% | $72,985-92.3% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 38.35% | 24.46%+13.9pp | 28.19%+10.2pp | 81.00%-42.7pp |
| Employer contribution / active EE | $231 | $1,894-87.8% | $2,521-90.8% | $2,440-90.5% |
| Participant deferral / active EE | $942 | $3,270-71.2% | $4,049-76.7% | $3,607-73.9% |
| Admin fee / account holder | $1,656 | $5,055-67.2% | $7,497-77.9% | $5,124-67.7% |