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 9-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 | $8,517 | $176,056-95.2% | $159,436-94.7% | $167,490-94.9% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 20.24% | 331.75%-311.5pp | 263.57%-243.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $889 | $5,297-83.2% | $4,829-81.6% | $4,837-81.6% |
| Participant deferral / active EE | $2,466 | $7,750-68.2% | $7,352-66.5% | $6,341-61.1% |
| Admin fee / account holder | $473 | $12,554-96.2% | $10,799-95.6% | $12,309-96.2% |