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 | $12,115 | $91,538-86.8% | $129,995-90.7% | $75,163-83.9% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 13.83% | -631.11%+644.9pp | -137.18%+151.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $357 | $2,845-87.5% | $4,320-91.7% | $2,670-86.6% |
| Participant deferral / active EE | $1,559 | $4,341-64.1% | $5,820-73.2% | $4,125-62.2% |
| Admin fee / account holder | $1,193 | $6,790-82.4% | $10,614-88.8% | $5,651-78.9% |