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 8-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 | $21,254 | $93,571-77.3% | $135,903-84.4% | $75,163-71.7% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 20.82% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $719 | $3,537-79.7% | $4,856-85.2% | $2,670-73.1% |
| Participant deferral / active EE | $2,143 | $6,404-66.5% | $7,758-72.4% | $4,125-48.0% |
| Admin fee / account holder | $337 | $6,975-95.2% | $10,762-96.9% | $5,651-94.0% |