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 | $22,325 | $86,286-74.1% | $111,297-79.9% | $85,850-74.0% |
| Participation rate | 71.1% | 73.3%-2.2pp | 77.3%-6.2pp | 69.3%+1.8pp |
| Annual return | 13.36% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $270 | $2,043-86.8% | $2,731-90.1% | $2,565-89.5% |
| Participant deferral / active EE | $1,183 | $3,641-67.5% | $4,487-73.6% | $3,952-70.1% |
| Admin fee / account holder | $956 | $8,188-88.3% | $7,964-88.0% | $6,260-84.7% |