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 | $12,981 | $217,402-94.0% | $185,823-93.0% | $167,490-92.2% |
| Participation rate | 70.6% | 86.0%-15.5pp | 81.7%-11.1pp | 82.1%-11.5pp |
| Annual return | 12.16% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $838 | $5,873-85.7% | $5,167-83.8% | $4,837-82.7% |
| Participant deferral / active EE | $298 | $6,356-95.3% | $5,568-94.7% | $6,341-95.3% |
| Admin fee / account holder | $2,057 | $19,811-89.6% | $16,237-87.3% | $12,309-83.3% |