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.
See 1 actuary disclosure. $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 | $64,770 | $344,842-81.2% | $334,005-80.6% | $338,137-80.8% |
| Participation rate | 78.3% | 51.6%+26.7pp | 43.7%+34.6pp | 43.9%+34.4pp |
| Annual return | 8.57% | 10.03%-1.5pp | 9.83%-1.3pp | 13.05%-4.5pp |
| Employer contribution / active EE | $0 | $31,919-100.0% | $30,326-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $427 | $60,407-99.3% | $53,840-99.2% | $30,946-98.6% |