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 4-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 | $15,407 | $122,239-87.4% | $184,203-91.6% | $74,495-79.3% |
| Participation rate | 70.6% | 85.5%-14.9pp | 86.8%-16.2pp | 67.2%+3.4pp |
| Annual return | 20.62% | 19.95%+0.7pp | 28.81%-8.2pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $584 | $4,537-87.1% | $6,427-90.9% | $2,623-77.7% |
| Participant deferral / active EE | $1,698 | $7,139-76.2% | $9,131-81.4% | $4,346-60.9% |
| Admin fee / account holder | $342 | $1,260-72.9% | $13,901-97.5% | $1,942-82.4% |