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 | $13,105 | $181,894-92.8% | $156,549-91.6% | $273,961-95.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 13.82% | 30.74%-16.9pp | 32.23%-18.4pp | 41.45%-27.6pp |
| Employer contribution / active EE | $612 | $6,248-90.2% | $5,501-88.9% | $4,869-87.4% |
| Participant deferral / active EE | $1,076 | $5,550-80.6% | $4,871-77.9% | $5,287-79.7% |
| Admin fee / account holder | $837 | $15,559-94.6% | $13,027-93.6% | $10,132-91.7% |