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 | $9,571 | $72,177-86.7% | $115,037-91.7% | $59,632-84.0% |
| Participation rate | 96.0% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | 0.25% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $282 | $2,841-90.1% | $4,608-93.9% | $2,203-87.2% |
| Participant deferral / active EE | $1,893 | $4,783-60.4% | $6,026-68.6% | $3,192-40.7% |
| Admin fee / account holder | $466 | $4,927-90.5% | $8,175-94.3% | $4,297-89.2% |