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 | $4,193 | $159,901-97.4% | $146,958-97.1% | $145,922-97.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 15.22% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $611 | $5,286-88.4% | $4,933-87.6% | $4,660-86.9% |
| Participant deferral / active EE | $1,065 | $8,428-87.4% | $8,070-86.8% | $6,688-84.1% |
| Admin fee / account holder | $2,152 | $15,044-85.7% | $12,998-83.4% | $13,397-83.9% |