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 5-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 | $2,764 | $175,202-98.4% | $149,673-98.2% | $139,434-98.0% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 23.19% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $972 | $5,474-82.2% | $4,818-79.8% | $4,751-79.5% |
| Participant deferral / active EE | $1,440 | $6,519-77.9% | $5,680-74.6% | $6,710-78.5% |
| Admin fee / account holder | $797 | $16,150-95.1% | $13,210-94.0% | $11,403-93.0% |