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 | $13,629 | $58,828-76.8% | $77,999-82.5% | $62,891-78.3% |
| Participation rate | 81.0% | 71.1%+9.9pp | 75.5%+5.4pp | 69.3%+11.6pp |
| Annual return | 14.88% | 17.16%-2.3pp | 425.96%-411.1pp | 20.14%-5.3pp |
| Employer contribution / active EE | $140 | $1,672-91.6% | $2,470-94.3% | $2,281-93.8% |
| Participant deferral / active EE | $1,117 | $2,686-58.4% | $3,497-68.1% | $3,203-65.1% |
| Admin fee / account holder | $469 | $4,393-89.3% | $5,480-91.4% | $4,296-89.1% |