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 9-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 | $13,385 | $82,978-83.9% | $129,995-89.7% | $71,457-81.3% |
| Participation rate | 96.3% | 74.1%+22.2pp | 78.5%+17.8pp | 67.9%+28.4pp |
| Annual return | 16.00% | 20.60%-4.6pp | -137.18%+153.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $749 | $2,622-71.4% | $4,320-82.7% | $2,588-71.0% |
| Participant deferral / active EE | $2,031 | $4,432-54.2% | $5,820-65.1% | $4,289-52.6% |
| Admin fee / account holder | $607 | $1,729-64.9% | $10,614-94.3% | $1,587-61.8% |