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 | $20,397 | $98,750-79.3% | $149,696-86.4% | $79,858-74.5% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.5%-1.2pp | 69.6%+11.6pp |
| Annual return | 15.87% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $543 | $3,216-83.1% | $4,644-88.3% | $2,471-78.0% |
| Participant deferral / active EE | $1,271 | $5,680-77.6% | $6,842-81.4% | $3,740-66.0% |
| Admin fee / account holder | $498 | $6,053-91.8% | $9,309-94.6% | $5,306-90.6% |