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 | $3,885 | $209,336-98.1% | $197,124-98.0% | $137,256-97.2% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 16.43% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $570 | $6,591-91.4% | $6,227-90.9% | $4,156-86.3% |
| Participant deferral / active EE | $957 | $9,614-90.0% | $9,135-89.5% | $6,407-85.1% |
| Admin fee / account holder | $690 | $17,308-96.0% | $16,298-95.8% | $12,270-94.4% |