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 | $2,914 | $72,177-96.0% | $115,037-97.5% | $59,632-95.1% |
| Participation rate | 73.1% | 72.6%+0.5pp | 81.4%-8.3pp | 68.7%+4.4pp |
| Annual return | 4.21% | 12.02%-7.8pp | 26.14%-21.9pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,145 | $4,783-76.1% | $6,026-81.0% | $3,192-64.1% |
| Admin fee / account holder | $725 | $4,927-85.3% | $8,175-91.1% | $4,297-83.1% |