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 | $18,966 | $103,376-81.7% | $87,100-78.2% | $152,861-87.6% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 12.25% | 28.10%-15.8pp | 28.19%-15.9pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,141 | $4,778-76.1% | $4,049-71.8% | $5,850-80.5% |
| Admin fee / account holder | $1,220 | $12,205-90.0% | $7,497-83.7% | $11,596-89.5% |