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 | $24,511 | $76,367-67.9% | $93,606-73.8% | $72,985-66.4% |
| Participation rate | 76.0% | 71.7%+4.3pp | 75.8%+0.2pp | 69.5%+6.5pp |
| Annual return | 18.31% | 25.82%-7.5pp | 32.76%-14.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $68 | $2,275-97.0% | $2,718-97.5% | $2,440-97.2% |
| Participant deferral / active EE | $1,165 | $3,538-67.1% | $4,069-71.4% | $3,607-67.7% |
| Admin fee / account holder | $922 | $6,838-86.5% | $7,888-88.3% | $5,124-82.0% |