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 | $4,600 | $85,022-94.6% | $70,515-93.5% | $139,434-96.7% |
| Participation rate | 93.8% | 73.9%+19.8pp | 68.3%+25.4pp | 80.3%+13.4pp |
| Annual return | 14.85% | 30.38%-15.5pp | 32.77%-17.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $482 | $3,909-87.7% | $2,973-83.8% | $4,751-89.9% |
| Participant deferral / active EE | $969 | $5,890-83.6% | $4,567-78.8% | $6,710-85.6% |
| Admin fee / account holder | $548 | $8,906-93.8% | $6,412-91.4% | $11,403-95.2% |