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 | $11,593 | $71,050-83.7% | $93,606-87.6% | $80,856-85.7% |
| Participation rate | 78.0% | 60.4%+17.6pp | 68.7%+9.3pp | 67.6%+10.4pp |
| Annual return | 12.12% | 11.26%+0.9pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,167 | $4,034-71.1% | $4,411-73.5% | $4,296-72.8% |
| Admin fee / account holder | $834 | $6,945-88.0% | $8,285-89.9% | $6,918-87.9% |