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 6-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 | $19,497 | $176,811-89.0% | $146,958-86.7% | - |
| Participation rate | 73.7% | 76.9%-3.1pp | 82.2%-8.4pp | - |
| Annual return | 13.71% | 11.56%+2.2pp | 418.34%-404.6pp | - |
| Employer contribution / active EE | $1,526 | $3,294-53.7% | $4,933-69.1% | - |
| Participant deferral / active EE | $2,335 | $6,900-66.2% | $8,070-71.1% | - |
| Admin fee / account holder | $2,049 | $27,451-92.5% | $12,998-84.2% | - |