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 8-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 | $7,879 | $167,307-95.3% | $143,757-94.5% | $134,475-94.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 22.10% | 0.46%+21.6pp | -0.04%+22.1pp | 417.96%-395.9pp |
| Employer contribution / active EE | $516 | $5,619-90.8% | $4,951-89.6% | $4,740-89.1% |
| Participant deferral / active EE | $823 | $6,446-87.2% | $5,637-85.4% | $6,400-87.1% |
| Admin fee / account holder | $1,547 | $18,088-91.5% | $14,673-89.5% | $11,426-86.5% |