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 | $11,902 | $81,258-85.4% | $105,218-88.7% | $59,632-80.0% |
| Participation rate | 95.8% | 75.4%+20.4pp | 77.2%+18.6pp | 68.7%+27.1pp |
| Annual return | -0.94% | 1.96%-2.9pp | 5.33%-6.3pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $342 | $2,562-86.6% | $3,255-89.5% | $2,203-84.5% |
| Participant deferral / active EE | $784 | $3,881-79.8% | $4,867-83.9% | $3,192-75.4% |
| Admin fee / account holder | $308 | $5,841-94.7% | $6,992-95.6% | $4,297-92.8% |