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 5-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 | $5,908 | $185,822-96.8% | $169,993-96.5% | $139,434-95.8% |
| Participation rate | 76.5% | 87.8%-11.3pp | 87.0%-10.5pp | 80.3%-3.8pp |
| Annual return | 26.17% | 60.50%-34.3pp | 53.37%-27.2pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,143 | $7,590-84.9% | $6,785-83.2% | $4,751-75.9% |
| Participant deferral / active EE | $1,606 | $11,622-86.2% | $10,408-84.6% | $6,710-76.1% |
| Admin fee / account holder | $456 | $15,381-97.0% | $12,815-96.4% | $11,403-96.0% |