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 7-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 | $12,560 | $209,832-94.0% | $189,513-93.4% | $167,490-92.5% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 15.14% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,409 | $6,914-79.6% | $6,162-77.1% | $4,837-70.9% |
| Participant deferral / active EE | $1,516 | $8,935-83.0% | $8,221-81.6% | $6,341-76.1% |
| Admin fee / account holder | $2,095 | $14,293-85.3% | $12,045-82.6% | $12,309-83.0% |