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 | $16,581 | $125,758-86.8% | $169,993-90.2% | $75,163-77.9% |
| Participation rate | 73.8% | 83.6%-9.8pp | 87.0%-13.2pp | 67.2%+6.6pp |
| Annual return | 16.29% | 27.20%-10.9pp | 53.37%-37.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $395 | $4,615-91.4% | $6,785-94.2% | $2,670-85.2% |
| Participant deferral / active EE | $2,217 | $6,837-67.6% | $10,408-78.7% | $4,125-46.3% |
| Admin fee / account holder | $1,564 | $8,173-80.9% | $12,815-87.8% | $5,651-72.3% |