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 | $14,293 | $817,678-98.3% | $392,568-96.4% | $152,861-90.6% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.1%+13.6pp | 82.4%+9.2pp |
| Annual return | 21.30% | 22.84%-1.5pp | 24.42%-3.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $403 | $5,502-92.7% | $3,783-89.3% | $4,762-91.5% |
| Participant deferral / active EE | $2,286 | $8,398-72.8% | $5,985-61.8% | $5,850-60.9% |
| Admin fee / account holder | $515 | $12,095-95.7% | $6,260-91.8% | $11,596-95.6% |