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 6-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 | $7,499 | $85,766-91.3% | $136,294-94.5% | $70,131-89.3% |
| Participation rate | 73.1% | 74.2%-1.0pp | 81.9%-8.8pp | 69.5%+3.6pp |
| Annual return | 14.24% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $319 | $2,966-89.2% | $4,695-93.2% | $2,342-86.4% |
| Participant deferral / active EE | $1,352 | $5,051-73.2% | $6,247-78.4% | $3,332-59.4% |
| Admin fee / account holder | $591 | $5,420-89.1% | $9,243-93.6% | $4,645-87.3% |