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 | $9,738 | $201,272-95.2% | $184,203-94.7% | $145,922-93.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 14.69% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $567 | $7,022-91.9% | $6,427-91.2% | $4,660-87.8% |
| Participant deferral / active EE | $2,177 | $9,806-77.8% | $9,131-76.2% | $6,688-67.5% |
| Admin fee / account holder | $717 | $16,364-95.6% | $13,901-94.8% | $13,397-94.6% |