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 7-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 | $10,958 | $185,822-94.1% | $169,993-93.6% | $139,434-92.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.25% | 60.50%-43.3pp | 53.37%-36.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,180 | $7,590-84.5% | $6,785-82.6% | $4,751-75.2% |
| Participant deferral / active EE | $1,759 | $11,622-84.9% | $10,408-83.1% | $6,710-73.8% |
| Admin fee / account holder | $2,553 | $15,381-83.4% | $12,815-80.1% | $11,403-77.6% |