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 8-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 | $17,189 | $209,336-91.8% | $197,124-91.3% | $137,256-87.5% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 19.12% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $716 | $6,591-89.1% | $6,227-88.5% | $4,156-82.8% |
| Participant deferral / active EE | $1,159 | $9,614-87.9% | $9,135-87.3% | $6,407-81.9% |
| Admin fee / account holder | $1,896 | $17,308-89.0% | $16,298-88.4% | $12,270-84.6% |