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 | $4,923 | $183,519-97.3% | $155,509-96.8% | $145,922-96.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 16.23% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $979 | $5,313-81.6% | $4,672-79.1% | $4,660-79.0% |
| Participant deferral / active EE | $1,582 | $6,462-75.5% | $5,626-71.9% | $6,688-76.3% |
| Admin fee / account holder | $429 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |