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 | $16,505 | $131,799-87.5% | $200,582-91.8% | $85,563-80.7% |
| Participation rate | 85.5% | 87.9%-2.4pp | 86.9%-1.4pp | 66.0%+19.5pp |
| Annual return | 79.03% | 21.59%+57.4pp | 42.33%+36.7pp | 31.51%+47.5pp |
| Employer contribution / active EE | $1,839 | $4,532-59.4% | $6,419-71.4% | $2,654-30.7% |
| Participant deferral / active EE | $4,580 | $7,702-40.5% | $9,331-50.9% | $4,375+4.7% |
| Admin fee / account holder | $1,559 | $235+563.4% | $16,305-90.4% | $834+86.9% |