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 7-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 | $10,625 | $183,519-94.2% | $155,509-93.2% | $145,922-92.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 60.96% | 61.17%-0.2pp | 64.67%-3.7pp | 561.29%-500.3pp |
| Employer contribution / active EE | $469 | $5,313-91.2% | $4,672-90.0% | $4,660-89.9% |
| Participant deferral / active EE | $355 | $6,462-94.5% | $5,626-93.7% | $6,688-94.7% |
| Admin fee / account holder | $607 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |