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 3-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 | $9,982 | $210,408-95.3% | $153,485-93.5% | $145,922-93.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.40% | 13.37%0pp | 15.65%-2.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,300 | $6,048-78.5% | $5,039-74.2% | $4,660-72.1% |
| Participant deferral / active EE | $1,707 | $7,975-78.6% | $6,757-74.7% | $6,688-74.5% |
| Admin fee / account holder | $913 | $19,419-95.3% | $12,724-92.8% | $13,397-93.2% |