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 8-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 | $18,564 | $180,449-89.7% | $154,107-88.0% | $135,375-86.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.78% | 888.09%-881.3pp | 735.12%-728.3pp | 519.73%-513.0pp |
| Employer contribution / active EE | $875 | $6,035-85.5% | $5,298-83.5% | $4,779-81.7% |
| Participant deferral / active EE | $1,457 | $5,806-74.9% | $5,081-71.3% | $5,609-74.0% |
| Admin fee / account holder | $2,667 | $16,143-83.5% | $13,411-80.1% | $10,827-75.4% |