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 3-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 | $2,788 | $175,202-98.4% | $149,673-98.1% | $139,434-98.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 22.43% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $474 | $5,474-91.3% | $4,818-90.2% | $4,751-90.0% |
| Participant deferral / active EE | $1,219 | $6,519-81.3% | $5,680-78.5% | $6,710-81.8% |
| Admin fee / account holder | $321 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |