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 | $3,996 | $185,822-97.8% | $169,993-97.6% | $139,434-97.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.69% | 60.50%-38.8pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,165 | $7,590-84.6% | $6,785-82.8% | $4,751-75.5% |
| Participant deferral / active EE | $1,206 | $11,622-89.6% | $10,408-88.4% | $6,710-82.0% |
| Admin fee / account holder | $1,751 | $15,381-88.6% | $12,815-86.3% | $11,403-84.6% |