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 | $23,622 | $78,422-69.9% | $95,952-75.4% | $79,858-70.4% |
| Participation rate | 73.2% | 73.5%-0.3pp | 77.1%-3.9pp | 69.6%+3.6pp |
| Annual return | 16.22% | 19.37%-3.1pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $83 | $1,945-95.8% | $2,541-96.8% | $2,471-96.7% |
| Participant deferral / active EE | $941 | $3,440-72.7% | $4,167-77.4% | $3,740-74.8% |
| Admin fee / account holder | $710 | $5,622-87.4% | $6,795-89.6% | $5,306-86.6% |