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 | $8,352 | $67,606-87.6% | $82,313-89.9% | $70,131-88.1% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 18.75% | 21.57%-2.8pp | 25.88%-7.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $44 | $1,755-97.5% | $2,428-98.2% | $2,342-98.1% |
| Participant deferral / active EE | $1,171 | $2,987-60.8% | $3,706-68.4% | $3,332-64.9% |
| Admin fee / account holder | $338 | $4,512-92.5% | $5,608-94.0% | $4,645-92.7% |