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 9-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 | $12,708 | $122,239-89.6% | $184,200-93.1% | $74,546-83.0% |
| Participation rate | 91.7% | 85.5%+6.2pp | 86.8%+4.8pp | 67.2%+24.5pp |
| Annual return | 16.10% | 19.95%-3.8pp | 28.80%-12.7pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $1,584 | $4,537-65.1% | $6,424-75.3% | $2,624-39.7% |
| Participant deferral / active EE | $2,996 | $7,139-58.0% | $9,132-67.2% | $4,347-31.1% |
| Admin fee / account holder | $978 | $1,260-22.3% | $13,907-93.0% | $1,944-49.7% |