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 | $22,038 | $426,113-94.8% | $289,028-92.4% | $357,791-93.8% |
| Participation rate | 72.7% | 86.2%-13.5pp | 78.0%-5.2pp | 85.6%-12.9pp |
| Annual return | 15.33% | 260.96%-245.6pp | 243.94%-228.6pp | 396.79%-381.5pp |
| Employer contribution / active EE | $1,841 | $8,831-79.2% | $6,326-70.9% | $7,508-75.5% |
| Participant deferral / active EE | $2,589 | $6,238-58.5% | $4,804-46.1% | $5,521-53.1% |
| Admin fee / account holder | $1,293 | $18,206-92.9% | $14,050-90.8% | $28,387-95.4% |