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 | $11,699 | $53,127-78.0% | $86,590-86.5% | $70,131-83.3% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 12.55% | 27.66%-15.1pp | 964.84%-952.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $103 | $2,068-95.0% | $2,839-96.4% | $2,342-95.6% |
| Participant deferral / active EE | $522 | $2,696-80.6% | $3,609-85.5% | $3,332-84.3% |
| Admin fee / account holder | $1,192 | $3,585-66.8% | $4,906-75.7% | $4,645-74.3% |