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 | $17,023 | $88,083-80.7% | $164,813-89.7% | $74,495-77.1% |
| Participation rate | 95.5% | 73.0%+22.5pp | 78.6%+16.9pp | 67.2%+28.3pp |
| Annual return | 12.27% | 17.26%-5.0pp | 69.93%-57.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $613 | $2,593-76.4% | $4,341-85.9% | $2,623-76.6% |
| Participant deferral / active EE | $2,107 | $4,498-53.1% | $6,031-65.1% | $4,346-51.5% |
| Admin fee / account holder | $814 | $2,234-63.6% | $12,690-93.6% | $1,942-58.1% |