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 | $29,219 | $94,529-69.1% | $140,016-79.1% | $64,186-54.5% |
| Participation rate | 82.2% | 84.1%-1.9pp | 87.5%-5.3pp | 69.6%+12.7pp |
| Annual return | 0.37% | 7.77%-7.4pp | 651.12%-650.7pp | 7.63%-7.3pp |
| Employer contribution / active EE | $1,033 | $3,812-72.9% | $5,606-81.6% | $2,381-56.6% |
| Participant deferral / active EE | $2,002 | $5,250-61.9% | $6,927-71.1% | $3,470-42.3% |
| Admin fee / account holder | $1,471 | $6,741-78.2% | $10,705-86.3% | $4,888-69.9% |