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 | $21,492 | $73,004-70.6% | $90,749-76.3% | $68,494-68.6% |
| Participation rate | 75.0% | 70.8%+4.2pp | 75.7%-0.7pp | 67.9%+7.1pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $262 | $2,193-88.1% | $2,921-91.0% | $2,596-89.9% |
| Participant deferral / active EE | $726 | $3,627-80.0% | $4,564-84.1% | $4,027-82.0% |
| Admin fee / account holder | $4,463 | $5,896-24.3% | $8,445-47.2% | $5,403-17.4% |