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 | $109,413-77.6% | $156,263-84.3% | $84,808-71.1% |
| Participation rate | 91.8% | 72.7%+19.1pp | 78.9%+12.9pp | 68.3%+23.5pp |
| Annual return | 12.85% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $228 | $2,907-92.1% | $4,333-94.7% | $2,631-91.3% |
| Participant deferral / active EE | $1,378 | $4,590-70.0% | $6,158-77.6% | $4,212-67.3% |
| Admin fee / account holder | $925 | $9,357-90.1% | $14,255-93.5% | $7,344-87.4% |