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 8-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 | $19,777 | $98,750-80.0% | $149,696-86.8% | $79,858-75.2% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.5%-12.3pp | 69.6%+0.6pp |
| Annual return | 28.12% | 27.43%+0.7pp | 276.60%-248.5pp | 31.71%-3.6pp |
| Employer contribution / active EE | $325 | $3,216-89.9% | $4,644-93.0% | $2,471-86.8% |
| Participant deferral / active EE | $1,871 | $5,680-67.1% | $6,842-72.6% | $3,740-50.0% |
| Admin fee / account holder | $2,108 | $6,053-65.2% | $9,309-77.4% | $5,306-60.3% |