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 | $27,343 | $152,587-82.1% | $125,175-78.2% | $152,861-82.1% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 20.85% | 54.84%-34.0pp | 43.79%-22.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $580 | $4,946-88.3% | $3,865-85.0% | $4,762-87.8% |
| Participant deferral / active EE | $1,665 | $5,868-71.6% | $4,937-66.3% | $5,850-71.5% |
| Admin fee / account holder | $1,241 | $13,434-90.8% | $9,702-87.2% | $11,596-89.3% |