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 | $9,917 | $165,335-94.0% | $149,696-93.4% | $158,922-93.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 13.55% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $127 | $5,103-97.5% | $4,644-97.3% | $4,761-97.3% |
| Participant deferral / active EE | $2,101 | $7,181-70.7% | $6,842-69.3% | $5,982-64.9% |
| Admin fee / account holder | $1,211 | $10,807-88.8% | $9,309-87.0% | $11,246-89.2% |