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 4-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 | $1,740 | $183,592-99.1% | $155,567-98.9% | $145,959-98.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.93% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $956 | $5,315-82.0% | $4,674-79.5% | $4,661-79.5% |
| Participant deferral / active EE | $1,236 | $6,464-80.9% | $5,628-78.0% | $6,689-81.5% |
| Admin fee / account holder | $827 | $19,318-95.7% | $15,916-94.8% | $13,398-93.8% |