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 | $26,243 | $138,385-81.0% | $184,200-85.8% | $80,874-67.6% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 16.55% | 20.02%-3.5pp | 28.80%-12.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $794 | $4,849-83.6% | $6,424-87.6% | $2,756-71.2% |
| Participant deferral / active EE | $2,122 | $7,073-70.0% | $9,132-76.8% | $4,297-50.6% |
| Admin fee / account holder | $877 | $10,483-91.6% | $13,907-93.7% | $6,935-87.4% |