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 | $844 | $114,381-99.3% | $107,525-99.2% | $142,382-99.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 66.82% | 242.71%-175.9pp | 181.32%-114.5pp | 217.08%-150.3pp |
| Employer contribution / active EE | $401 | $4,015-90.0% | $3,754-89.3% | $4,299-90.7% |
| Participant deferral / active EE | $458 | $5,564-91.8% | $5,116-91.0% | $6,507-93.0% |
| Admin fee / account holder | $358 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |