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 | $27,400 | $78,422-65.1% | $95,952-71.4% | $79,858-65.7% |
| Participation rate | 97.1% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 16.98% | 19.37%-2.4pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $286 | $1,945-85.3% | $2,541-88.8% | $2,471-88.4% |
| Participant deferral / active EE | $802 | $3,440-76.7% | $4,167-80.8% | $3,740-78.6% |
| Admin fee / account holder | $427 | $5,622-92.4% | $6,795-93.7% | $5,306-92.0% |