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 | $25,153 | $201,594-87.5% | $101,248-75.2% | - |
| Participation rate | 81.8% | 64.6%+17.2pp | 75.8%+6.0pp | - |
| Annual return | 22.11% | 13.55%+8.6pp | 46.47%-24.4pp | - |
| Employer contribution / active EE | $507 | $2,288-77.8% | $3,660-86.1% | - |
| Participant deferral / active EE | $2,028 | $3,091-34.4% | $4,370-53.6% | - |
| Admin fee / account holder | $2,805 | $7,709-63.6% | $5,945-52.8% | - |