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 8-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 | $17,885 | $178,174-90.0% | $156,181-88.5% | $137,256-87.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 16.13% | 84.19%-68.1pp | 64.87%-48.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $734 | $4,972-85.2% | $4,294-82.9% | $4,156-82.3% |
| Participant deferral / active EE | $1,331 | $6,888-80.7% | $6,132-78.3% | $6,407-79.2% |
| Admin fee / account holder | $4,578 | $17,404-73.7% | $14,586-68.6% | $12,270-62.7% |