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 | $24,509 | $108,825-77.5% | $156,181-84.3% | $82,448-70.3% |
| Participation rate | 91.8% | 72.4%+19.4pp | 78.8%+13.0pp | 68.1%+23.7pp |
| Annual return | 12.85% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $228 | $2,870-92.0% | $4,294-94.7% | $2,551-91.0% |
| Participant deferral / active EE | $1,378 | $4,577-69.9% | $6,132-77.5% | $4,139-66.7% |
| Admin fee / account holder | $925 | $9,341-90.1% | $14,586-93.7% | $7,234-87.2% |