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 4-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 | $6,905 | $185,822-96.3% | $169,993-95.9% | $139,434-95.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.30% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,188 | $7,590-84.3% | $6,785-82.5% | $4,751-75.0% |
| Participant deferral / active EE | $1,467 | $11,622-87.4% | $10,408-85.9% | $6,710-78.1% |
| Admin fee / account holder | $903 | $15,381-94.1% | $12,815-93.0% | $11,403-92.1% |