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 4-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 | $4,104 | $183,519-97.8% | $155,509-97.4% | $145,922-97.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.62% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $321 | $5,313-94.0% | $4,672-93.1% | $4,660-93.1% |
| Participant deferral / active EE | $531 | $6,462-91.8% | $5,626-90.6% | $6,688-92.1% |
| Admin fee / account holder | $835 | $19,313-95.7% | $15,912-94.8% | $13,397-93.8% |