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 | $6,208 | $76,552-91.9% | $123,892-95.0% | $62,891-90.1% |
| Participation rate | 91.9% | 73.0%+18.9pp | 81.4%+10.5pp | 69.3%+22.6pp |
| Annual return | 7.67% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $269 | $2,883-90.7% | $4,617-94.2% | $2,281-88.2% |
| Participant deferral / active EE | $1,737 | $4,840-64.1% | $5,984-71.0% | $3,203-45.8% |
| Admin fee / account holder | $1,048 | $4,826-78.3% | $8,357-87.5% | $4,296-75.6% |