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 10-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 | $3,420 | $181,894-98.1% | $156,549-97.8% | $273,961-98.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 6.90% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $861 | $6,248-86.2% | $5,501-84.4% | $4,869-82.3% |
| Participant deferral / active EE | $1,393 | $5,550-74.9% | $4,871-71.4% | $5,287-73.7% |
| Admin fee / account holder | $369 | $15,559-97.6% | $13,027-97.2% | $10,132-96.4% |