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 | $6,267 | $209,336-97.0% | $197,124-96.8% | $137,256-95.4% |
| Participation rate | 73.9% | 87.3%-13.4pp | 86.7%-12.8pp | 80.0%-6.0pp |
| Annual return | 14.48% | 48.09%-33.6pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $377 | $6,591-94.3% | $6,227-93.9% | $4,156-90.9% |
| Participant deferral / active EE | $894 | $9,614-90.7% | $9,135-90.2% | $6,407-86.0% |
| Admin fee / account holder | $936 | $17,308-94.6% | $16,298-94.3% | $12,270-92.4% |