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 | $8,842 | $178,174-95.0% | $156,181-94.3% | $137,256-93.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 21.84% | 84.19%-62.3pp | 64.87%-43.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $684 | $4,972-86.2% | $4,294-84.1% | $4,156-83.5% |
| Participant deferral / active EE | $1,807 | $6,888-73.8% | $6,132-70.5% | $6,407-71.8% |
| Admin fee / account holder | $2,168 | $17,404-87.5% | $14,586-85.1% | $12,270-82.3% |