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 | $15,680 | $109,881-85.7% | $150,045-89.5% | $84,808-81.5% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 19.32% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $556 | $3,561-84.4% | $4,693-88.1% | $2,631-78.9% |
| Participant deferral / active EE | $1,771 | $6,636-73.3% | $7,997-77.9% | $4,212-57.9% |
| Admin fee / account holder | $412 | $8,568-95.2% | $13,435-96.9% | $7,344-94.4% |