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 | $11,009 | $72,277-84.8% | $101,248-89.1% | $79,858-86.2% |
| Participation rate | 86.1% | 68.5%+17.7pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 11.88% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $138 | $2,692-94.9% | $3,660-96.2% | $2,471-94.4% |
| Participant deferral / active EE | $1,345 | $3,282-59.0% | $4,370-69.2% | $3,740-64.0% |
| Admin fee / account holder | $796 | $4,400-81.9% | $5,945-86.6% | $5,306-85.0% |