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 | $20,155 | $227,396-91.1% | $442,409-95.4% | $116,875-82.8% |
| Participation rate | 71.2% | 85.7%-14.6pp | 88.0%-16.9pp | 74.5%-3.4pp |
| Annual return | 16.60% | 16.35%+0.3pp | 90.53%-73.9pp | 16.29%+0.3pp |
| Employer contribution / active EE | $1,131 | $5,244-78.4% | $7,697-85.3% | $3,288-65.6% |
| Participant deferral / active EE | $2,463 | $7,352-66.5% | $7,555-67.4% | $3,885-36.6% |
| Admin fee / account holder | $2,529 | $16,310-84.5% | $51,603-95.1% | $12,263-79.4% |