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 6-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 | $9,336 | $133,958-93.0% | $112,228-91.7% | $134,475-93.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 50.34% | 47.11%+3.2pp | 27.45%+22.9pp | 417.96%-367.6pp |
| Employer contribution / active EE | $547 | $4,038-86.4% | $3,635-84.9% | $4,740-88.5% |
| Participant deferral / active EE | $660 | $5,291-87.5% | $4,728-86.0% | $6,400-89.7% |
| Admin fee / account holder | $1,656 | $7,489-77.9% | $6,410-74.2% | $11,426-85.5% |