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 | $4,336 | $165,984-97.4% | $164,813-97.4% | $145,922-97.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 9.53% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $202 | $5,273-96.2% | $4,341-95.3% | $4,660-95.7% |
| Participant deferral / active EE | $1,402 | $6,959-79.9% | $6,031-76.8% | $6,688-79.0% |
| Admin fee / account holder | $311 | $16,648-98.1% | $12,690-97.6% | $13,397-97.7% |