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 | $7,179 | $175,202-95.9% | $149,673-95.2% | $139,434-94.9% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 20.48% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,002 | $5,474-81.7% | $4,818-79.2% | $4,751-78.9% |
| Participant deferral / active EE | $1,507 | $6,519-76.9% | $5,680-73.5% | $6,710-77.5% |
| Admin fee / account holder | $942 | $16,150-94.2% | $13,210-92.9% | $11,403-91.7% |