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 | $10,366 | $214,378-95.2% | $200,582-94.8% | $142,382-92.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.75% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $662 | $6,841-90.3% | $6,419-89.7% | $4,299-84.6% |
| Participant deferral / active EE | $1,096 | $9,865-88.9% | $9,331-88.3% | $6,507-83.2% |
| Admin fee / account holder | $520 | $17,692-97.1% | $16,305-96.8% | $12,624-95.9% |