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 3-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 | $10,578 | $159,602-93.4% | $150,045-92.9% | $142,382-92.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 25.61% | 70.24%-44.6pp | 62.55%-36.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $800 | $4,961-83.9% | $4,693-82.9% | $4,299-81.4% |
| Participant deferral / active EE | $2,035 | $8,310-75.5% | $7,997-74.6% | $6,507-68.7% |
| Admin fee / account holder | $471 | $14,846-96.8% | $13,435-96.5% | $12,624-96.3% |