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 | $2,383 | $178,174-98.7% | $156,181-98.5% | $137,256-98.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 19.10% | 84.19%-65.1pp | 64.87%-45.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $670 | $4,972-86.5% | $4,294-84.4% | $4,156-83.9% |
| Participant deferral / active EE | $670 | $6,888-90.3% | $6,132-89.1% | $6,407-89.5% |
| Admin fee / account holder | $860 | $17,404-95.1% | $14,586-94.1% | $12,270-93.0% |