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 | $24,261 | $369,484-93.4% | $303,047-92.0% | $357,791-93.2% |
| Participation rate | 87.0% | 90.0%-3.0pp | 87.1%-0.1pp | 85.6%+1.4pp |
| Annual return | 10.44% | 0.42%+10.0pp | 2.47%+8.0pp | 396.79%-386.4pp |
| Employer contribution / active EE | $329 | $9,025-96.4% | $7,418-95.6% | $7,508-95.6% |
| Participant deferral / active EE | $1,318 | $5,439-75.8% | $5,070-74.0% | $5,521-76.1% |
| Admin fee / account holder | $3,078 | $49,137-93.7% | $39,333-92.2% | $28,387-89.2% |