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 | $27,077 | $160,055-83.1% | $140,016-80.7% | $135,375-80.0% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -1.00% | 911.38%-912.4pp | 651.12%-652.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $764 | $6,420-88.1% | $5,606-86.4% | $4,779-84.0% |
| Participant deferral / active EE | $2,383 | $7,642-68.8% | $6,927-65.6% | $5,609-57.5% |
| Admin fee / account holder | $2,326 | $13,328-82.6% | $10,705-78.3% | $10,827-78.5% |