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 | $17,625 | $244,740-92.8% | $206,214-91.5% | $357,791-95.1% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.4%+9.9pp | 85.6%+6.7pp |
| Annual return | 19.67% | -3.72%+23.4pp | -1.60%+21.3pp | 396.79%-377.1pp |
| Employer contribution / active EE | $1,194 | $7,019-83.0% | $5,967-80.0% | $7,508-84.1% |
| Participant deferral / active EE | $1,012 | $4,983-79.7% | $4,649-78.2% | $5,521-81.7% |
| Admin fee / account holder | $438 | $15,419-97.2% | $13,671-96.8% | $28,387-98.5% |