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 | $7,588 | $106,749-92.9% | $145,433-94.8% | $82,448-90.8% |
| Participation rate | 77.1% | 75.6%+1.4pp | 82.1%-5.0pp | 68.1%+9.0pp |
| Annual return | 15.54% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $452 | $3,444-86.9% | $4,554-90.1% | $2,551-82.3% |
| Participant deferral / active EE | $2,295 | $6,519-64.8% | $7,897-70.9% | $4,139-44.6% |
| Admin fee / account holder | $1,162 | $8,390-86.1% | $13,129-91.1% | $7,234-83.9% |