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 6-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 | $10,148 | $148,534-93.2% | $135,903-92.5% | $139,434-92.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.69% | 79.19%-50.5pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $899 | $5,243-82.9% | $4,856-81.5% | $4,751-81.1% |
| Participant deferral / active EE | $2,366 | $8,100-70.8% | $7,758-69.5% | $6,710-64.7% |
| Admin fee / account holder | $1,162 | $12,400-90.6% | $10,762-89.2% | $11,403-89.8% |