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 10-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 | $6,770 | $165,335-95.9% | $149,696-95.5% | $158,922-95.7% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 59.96% | 348.15%-288.2pp | 276.60%-216.6pp | 302.83%-242.9pp |
| Employer contribution / active EE | $214 | $5,103-95.8% | $4,644-95.4% | $4,761-95.5% |
| Participant deferral / active EE | $1,236 | $7,181-82.8% | $6,842-81.9% | $5,982-79.3% |
| Admin fee / account holder | $673 | $10,807-93.8% | $9,309-92.8% | $11,246-94.0% |