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 | $30,032 | $148,978-79.8% | $200,582-85.0% | $84,808-64.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.98% | 28.16%-10.2pp | 42.33%-24.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,059 | $4,815-78.0% | $6,419-83.5% | $2,631-59.8% |
| Participant deferral / active EE | $1,440 | $7,142-79.8% | $9,331-84.6% | $4,212-65.8% |
| Admin fee / account holder | $343 | $13,977-97.5% | $16,305-97.9% | $7,344-95.3% |