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 | $3,633 | $83,477-95.6% | $125,175-97.1% | $72,985-95.0% |
| Participation rate | 83.9% | 73.3%+10.6pp | 79.8%+4.1pp | 69.5%+14.4pp |
| Annual return | 19.00% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $313 | $2,345-86.7% | $3,865-91.9% | $2,440-87.2% |
| Participant deferral / active EE | $1,527 | $3,585-57.4% | $4,937-69.1% | $3,607-57.7% |
| Admin fee / account holder | $408 | $5,517-92.6% | $9,702-95.8% | $5,124-92.0% |