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 | $138,347-81.0% | $184,203-85.8% | $80,856-67.5% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 16.55% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $794 | $4,850-83.6% | $6,427-87.7% | $2,755-71.2% |
| Participant deferral / active EE | $2,122 | $7,071-70.0% | $9,131-76.8% | $4,296-50.6% |
| Admin fee / account holder | $877 | $10,483-91.6% | $13,901-93.7% | $6,918-87.3% |