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 | $13,336 | $57,065-76.6% | $75,670-82.4% | $70,131-81.0% |
| Participation rate | 84.3% | 68.1%+16.2pp | 72.3%+11.9pp | 69.5%+14.7pp |
| Annual return | 17.38% | 23.57%-6.2pp | 27.34%-10.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $267 | $1,817-85.3% | $2,352-88.7% | $2,342-88.6% |
| Participant deferral / active EE | $547 | $2,580-78.8% | $3,142-82.6% | $3,332-83.6% |
| Admin fee / account holder | $1,081 | $3,825-71.8% | $5,800-81.4% | $4,645-76.7% |