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 | $9,321 | $225,135-95.9% | $123,892-92.5% | - |
| Participation rate | 79.8% | 69.5%+10.3pp | 81.4%-1.6pp | - |
| Annual return | 14.89% | 8.01%+6.9pp | 47.52%-32.6pp | - |
| Employer contribution / active EE | $1,140 | $2,580-55.8% | $4,617-75.3% | - |
| Participant deferral / active EE | $1,697 | $4,315-60.7% | $5,984-71.6% | - |
| Admin fee / account holder | $850 | $19,833-95.7% | $8,357-89.8% | - |