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 | $22,892 | $153,772-85.1% | $133,980-82.9% | $273,961-91.6% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 5.46% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $566 | $6,029-90.6% | $5,211-89.1% | $4,869-88.4% |
| Participant deferral / active EE | $2,259 | $6,958-67.5% | $6,282-64.0% | $5,287-57.3% |
| Admin fee / account holder | $2,183 | $11,765-81.4% | $9,324-76.6% | $10,132-78.5% |