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 | $7,880 | $66,402-88.1% | $109,895-92.8% | $85,850-90.8% |
| Participation rate | 74.6% | 63.9%+10.8pp | 74.2%+0.4pp | 69.3%+5.3pp |
| Annual return | 13.12% | 19.59%-6.5pp | 29.45%-16.3pp | 318.53%-305.4pp |
| Employer contribution / active EE | $193 | $1,687-88.6% | $2,842-93.2% | $2,565-92.5% |
| Participant deferral / active EE | $740 | $2,842-74.0% | $4,048-81.7% | $3,952-81.3% |
| Admin fee / account holder | $335 | $4,557-92.7% | $6,066-94.5% | $6,260-94.7% |