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 9-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 | $23,095 | $198,466-88.4% | $170,442-86.5% | $147,584-84.4% |
| Participation rate | 73.7% | 88.0%-14.3pp | 83.6%-9.9pp | 82.8%-9.1pp |
| Annual return | 12.49% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $733 | $5,629-87.0% | $4,939-85.2% | $5,439-86.5% |
| Admin fee / account holder | $1,526 | $16,852-90.9% | $13,880-89.0% | $10,885-86.0% |