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 5-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 | $5,626 | $88,083-93.6% | $164,813-96.6% | $74,495-92.4% |
| Participation rate | 74.0% | 73.0%+0.9pp | 78.6%-4.6pp | 67.2%+6.8pp |
| Annual return | 13.11% | 17.26%-4.1pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $589 | $2,593-77.3% | $4,341-86.4% | $2,623-77.5% |
| Participant deferral / active EE | $1,105 | $4,498-75.4% | $6,031-81.7% | $4,346-74.6% |
| Admin fee / account holder | $512 | $2,234-77.1% | $12,690-96.0% | $1,942-73.6% |