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 | $4,943 | $209,336-97.6% | $197,124-97.5% | $137,256-96.4% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 19.54% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $173 | $6,591-97.4% | $6,227-97.2% | $4,156-95.8% |
| Participant deferral / active EE | $1,032 | $9,614-89.3% | $9,135-88.7% | $6,407-83.9% |
| Admin fee / account holder | $673 | $17,308-96.1% | $16,298-95.9% | $12,270-94.5% |