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 | $19,958 | $60,349-66.9% | $74,183-73.1% | $62,891-68.3% |
| Participation rate | 78.9% | 72.7%+6.2pp | 76.6%+2.3pp | 69.3%+9.6pp |
| Annual return | 6.49% | 21.37%-14.9pp | 17.74%-11.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $148 | $1,680-91.2% | $2,370-93.8% | $2,281-93.5% |
| Participant deferral / active EE | $701 | $2,856-75.4% | $3,550-80.2% | $3,203-78.1% |
| Admin fee / account holder | $1,427 | $4,261-66.5% | $5,586-74.5% | $4,296-66.8% |