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 | $24,964 | $65,376-61.8% | $87,100-71.3% | $65,185-61.7% |
| Participation rate | 71.2% | 75.3%-4.2pp | 76.9%-5.7pp | 70.2%+1.0pp |
| Annual return | 18.32% | 31.27%-13.0pp | 28.19%-9.9pp | 29.38%-11.1pp |
| Employer contribution / active EE | $461 | $1,822-74.7% | $2,521-81.7% | $2,177-78.8% |
| Participant deferral / active EE | $1,246 | $3,388-63.2% | $4,049-69.2% | $3,514-64.5% |
| Admin fee / account holder | $734 | $520+41.2% | $7,497-90.2% | $847-13.4% |